Matthew Roach is a registered investment advisor at Amb Wealth, LLC, based in Thomasville, GA, with 15 years of industry experience. Matthew 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $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
Location
135 South Madison Street, Thomasville, GA, 31792
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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 →Other Business Activities
Matthew works as a research analyst for AMB Brokerage and AMB Investment Advisors. He is also a member of the Thomasville Rotary Club since 2013.
Employment History
Current Registrations
Amb Wealth, LLC
Allen, Mooney & Barnes Brokerage Services, LLCBroker
Previous Registrations
Allen, Mooney & Barnes Investment Advisors, LLC
Eastover Capital Management
State Registrations5 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.
Exams
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