CG
CG

Crystal Godbee

15 Years of Experience
Thomasville, GA
Broker

Crystal Godbee is a registered investment advisor at Amb Wealth, LLC, based in Thomasville, GA, with 15 years of industry experience. Crystal 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.

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
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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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Employment History
Current Registrations
Amb Wealth, LLC
May 2023 - Present · 3 yrs 5 mos
Allen, Mooney & Barnes Brokerage Services, LLC
May 2023 - Present · 3 yrs 5 mos
Allen, Mooney & Barnes Brokerage Services, LLCBroker
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Securities America Advisors, INC.
February 2021 - May 2023 · 2 yrs 3 mos
Royal Alliance Associates, INC.Broker
February 2021 - May 2023 · 2 yrs 3 mos
Fsc Securities CorporationBroker
February 2021 - May 2023 · 2 yrs 3 mos
Sagepoint Financial, INC.Broker
February 2021 - May 2023 · 2 yrs 3 mos
Securities America, INC.Broker
February 2021 - May 2023 · 2 yrs 3 mos
Triad Advisors LLCBroker
February 2021 - May 2023 · 2 yrs 3 mos
Woodbury Financial Services, INC.Broker
February 2021 - May 2023 · 2 yrs 3 mos
Securities America, INC.Broker
September 2020 - February 2021 · 5 mos
Securities Service Network, LLCBroker
February 2016 - November 2020 · 4 yrs 9 mos
Ssn Advisory, INC.
February 2016 - September 2020 · 4 yrs 7 mos
Ssn Advisory, INC.
February 2013 - October 2015 · 2 yrs 8 mos
Securities Service Network, INC.Broker
May 2010 - October 2015 · 5 yrs 5 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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