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Matthew Justin Roach

14 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 Activities

Matthew works as a research analyst for AMB Brokerage and AMB Investment Advisors. He is also a member of the Thomasville Rotary Club since 2013.

Employment History
Current Registrations
Amb Wealth, LLC
February 2018 - Present · 7 yrs 11 mos
Allen, Mooney & Barnes Brokerage Services, LLCBroker
February 2011 - Present · 14 yrs 11 mos
Previous Registrations
Allen, Mooney & Barnes Investment Advisors, LLC
March 2012 - December 2017 · 5 yrs 9 mos
Eastover Capital Management
March 2012 - March 2016 · 4 yrs
State Registrations5 states
FLGAINNCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.