LS
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
Loading...
Advisor Information
Office location
60 Cinema Lane, Suite 250, St Simons Island, GA, 31522
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Amb Wealth, LLC
October 2023 - Present · 2 yrs 3 mos
Allen, Mooney & Barnes Brokerage Services, LLCBroker
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
Kovack Securities INC.Broker
November 2020 - October 2023 · 2 yrs 11 mos
Kovack Advisors, INC.
November 2020 - October 2023 · 2 yrs 11 mos
Kovack Advisors, INC.
April 2018 - October 2019 · 1 yr 6 mos
Kovack Securities INC.Broker
March 2018 - October 2019 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2016 - April 2017 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 2016 - April 2017 · 1 yr 1 mo
Morgan Stanley
September 2015 - April 2016 · 7 mos
Morgan Stanley Broker
September 2015 - April 2016 · 7 mos
Incapital LLCBroker
April 2014 - August 2015 · 1 yr 4 mos
Multi-Bank Securities, INC.Broker
August 2013 - April 2014 · 8 mos
First Clearing, LLCBroker
April 2011 - March 2013 · 1 yr 11 mos
Wells Fargo Advisors, LLC Broker
April 2011 - March 2013 · 1 yr 11 mos
State Registrations1 state
GA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.