Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
135 South Madison Street, Thomasville, GA, 31792
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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 ActivitiesSells Insurance
John operates under the DBA Hallmark Wealth Strategies to sell New York Life products and broker non-registered insurance products. He also works as an insurance broker and is a board member at Hope House Pregnancy Care Center, dedicating minimal time to each of these roles.