John Hall is a registered investment advisor at Amb Wealth, LLC, based in Moultrie, GA, with 13 years of industry experience. John 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
116 South Main Street, Moultrie, GA, 31768
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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 ActivitiesSells Insurance
John operates under the DBA Hallmark Wealth Strategies to sell New York Life products and broker non-registered insurance products. He also works as an insurance broker and is a board member at Hope House Pregnancy Care Center, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Amb Wealth, LLC
Allen, Mooney & Barnes Brokerage Services, LLCBroker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations4 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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