Stuart Quint is a CFA-designated registered investment advisor at Ambassador Wealth Management, LLC, based in Vancouver, WA, with 14 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 118 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1000K | 1.85% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $15.0M | 0.85% |
| $15M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Location
7720 NE Vancouver Mall Drive, Suite 100, Vancouver, WA, 98662-7918
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Regulatory 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 →Employment History
Current Registrations
Ambassador Wealth Management, LLC
Previous Registrations
Brinker Capital INC
State Registrations1 state
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