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Lillie Hall

Amb Wealth, LLC
20 Years of Experience
Thomasville, GA
Broker
View SEC Summary
View SEC Summary

Lillie Hall is a registered investment advisor at Amb Wealth, LLC, based in Thomasville, GA, with 20 years of industry experience. Lillie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 920 clients with $1.1B in assets under management.

Amb Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
920 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $2.0M0.85%
$2.0M - $3.0M0.75%
$3M+0.50%

Firm also utilizes an alternative tiered schedule starting at 1.00% for the first $1 million. Maximum allowable rate is 2.50%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

135 South Madison Street, Thomasville, GA, 31792

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Lillie works as a sales assistant at Allen, Mooney & Barnes Investment Advisors, LLC, dedicating nearly full-time hours. She also holds a real estate license that is currently inactive.

Employment History
Current Registrations
Amb Wealth, LLC
February 2018 - Present · 8 yrs 8 mos
Allen, Mooney & Barnes Brokerage Services, LLCBroker
April 2013 - Present · 13 yrs 6 mos
Previous Registrations
Allen, Mooney & Barnes Investment Advisors, LLC
April 2013 - December 2017 · 4 yrs 8 mos
Wells Fargo Advisors, LLC
June 2011 - April 2013 · 1 yr 10 mos
Wells Fargo Advisors, LLCBroker
July 2008 - April 2013 · 4 yrs 9 mos
Wachovia Securities, LLCBroker
July 2003 - December 2004 · 1 yr 5 mos
Prudential Securities IncorporatedBroker
January 2003 - July 2003 · 6 mos
State Registrations2 states
FLGA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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