GM

Gordon Daniel Macquirter

23 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
991 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$25K

AMB charges an annual fee based on the market value of assets managed, billed quarterly in arrears. There are multiple fee schedules in use by different advisors. AMB also has an annual platform fee of $130 per advisory account, assessed quarterly. Financial planning fees are determined by the scope and complexity of the engagement and are invoiced separately.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

135 South Madison Street, Thomasville, GA, 31792

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gordon is affiliated with Allen, Mooney & Barnes Investment Advisors, LLC, dedicating nearly full-time hours to this role. He also owns rental property and is a passive investor in hotel operations, while spending minimal time as a trustee and insurance broker.

Employment History
Current Registrations
Allen, Mooney & Barnes Brokerage Services, LLCBroker
April 2007 - Present · 18 yrs 9 mos
Amb Wealth, LLC
November 2004 - Present · 21 yrs 2 mos
Previous Registrations
Allen, Mooney & Barnes Investment Advisors, LLC
November 2004 - December 2017 · 13 yrs 1 mo
Raymond James Financial Services
June 2003 - August 2005 · 2 yrs 2 mos
Raymond James Financial Services, INC.Broker
August 2002 - April 2007 · 4 yrs 8 mos
State Registrations9 states
ALCOFLGAMDMISCVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.