BB
BB

Brewer Bentley

13 Years of Experience
Thomasville, GA
1 DisclosureBroker

Brewer Bentley is a registered investment advisor at Amb Wealth, LLC, based in Thomasville, GA, with 13 years of industry experience. Brewer 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 (1)
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Regulatory
August 2015
Final
Other Business Activities

Brewer is the owner and managing member of Bentley Capital Assets LLC, which manages accounts and owns land. Brewer also serves as an assessor for the Brooks County Board of Tax Assessors, a role that began in 2022 and continues through 2027.

Employment History
Current Registrations
Amb Wealth, LLC
May 2023 - Present · 3 yrs 5 mos
Allen, Mooney & Barnes Brokerage Services, LLCBroker
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Edward Jones
September 2013 - April 2023 · 9 yrs 7 mos
Edward JonesBroker
September 2013 - April 2023 · 9 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2012 - April 2013 · 4 mos
State Registrations8 states
ALDCFLGALANCNYSC
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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