Petr Burunov is a registered investment advisor at Ambassador Wealth Management, LLC, based in Vancouver, WA, with 22 years of industry experience. Petr 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
Get directionsHistory
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 →Other Business Activities
Petr is involved in tax preparation and bookkeeping services with Ambassador Tax Services, dedicating minimal time. He also works as a registered investment adviser with Ambassador Wealth Management, providing financial planning and consulting services for an hourly fee, which takes about 10% of his time.
Employment History
Current Registrations
Ambassador Wealth Management, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations3 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.