AMB Wealth manages investment portfolios and provides personalized investment advisory and financial planning services for individuals, high net worth clients, families, and institutional clients. Operating through registered professionals, AMB Wealth builds customized portfolios and model portfolios using fundamental and technical analysis, focusing on equity and fixed income strategies. The firm handles various aspects of client wealth, including retirement planning, tax strategies, estate planning, and insurance reviews. AMB Wealth offers alternative investments through partnerships with platform providers, and accommodates client restrictions on portfolio holdings. Client assets are held with qualified custodians such as First Clearing and Charles Schwab. AMB Wealth operates on a discretionary and non-discretionary basis depending on client agreements.
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.