Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
A minimum annual fee of $5,000 applies.
Fee Estimator
Annual advisory fees are based on a percentage of assets under management, as detailed in the fee table. A minimum annual fee of $5,000 applies. Accounts below $500,000 charged the minimum fee will experience a fee greater than the published fee schedule. Fixed-fee arrangements are available in some cases. Hourly rates for nonrecurring services range from $110 to $450. Fees do not include mutual fund expenses, brokerage commissions, or custodian fees.
Areas of Practice
Advisor Information
Office location
Vestavia Hills, AL
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Amber is a partner at P&M Holding Group, LLP since 2021. She dedicates minimal time to this activity during trading hours.