Robby Pitts is a registered investment advisor at Amb Wealth, LLC, based in Thomasville, GA, with 26 years of industry experience. Robby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 920 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AMB Wealth's investment management fees are negotiable and based on your individual needs and the services provided, but will not exceed 2.50% of assets managed. Some advisor representatives use tiered fee schedules:
Schedule 1:
- $25,000 - $500,000: 1.25% per year
- $500,001 - $1,000,000: 1.00% per year
- $1,000,001 - $2,000,000: 0.85% per year
- $2,000,001 - $3,000,000: 0.75% per year
- Greater than $3,000,000: 0.50% per year
Schedule 2:
- $25,000 - $1,000,000: 1.00% per year
- $1,000,001 - $2,000,000: 0.85% per year
- $2,000,001 - $3,000,000: 0.75% per year
- Greater than $3,000,000: 0.50% per year
AMB also charges an annual platform fee of $130 per advisory account, assessed quarterly.
Location
135 South Madison Street, Thomasville, GA, 31792
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2011Other Business ActivitiesSells Insurance
Robby is an investment advisor and owner at Allen, Mooney & Barnes, and is involved in various other business activities. These include serving as a board member for SWGA Technical College, land development and property rehabilitation, trustee roles for life insurance policies and the Ben Jackson Foundation, minority ownership in FAIM Investment (parent company of Allen, Mooney & Barnes), Madison Investors, a building LLC, and a Hampton Hotel, as well as being a Georgia School Board member and trustee for the GSBA Risk Management Fund, and Johnson and Pitts Investments.
Employment History
Current Registrations
Amb Wealth, LLC
Allen, Mooney & Barnes Brokerage Services, LLCBroker
Previous Registrations
Allen, Mooney & Barnes Investment Advisors, LLC
Raymond James Financial Services, INC.Broker
Shields & CompanyBroker
Edward D. Jones & CO., L.P.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.