Brewer Pope Bentley

Amb Wealth, LLC

12 Years of Experience

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Firm Information

Amb Wealth, LLC

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.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

135 South Madison Street, Thomasville, GA, 31792

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Regulatory History (1)

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Regulatory

August 2015

Final

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Other Business Activities

Brewer is the owner and managing member of Bentley Capital Assets LLC, which manages accounts and owns land. Brewer also serves as an assessor for the Brooks County Board of Tax Assessors, a role that began in 2022 and continues through 2027.