Wealth Ambassadors provides investment management, both with and without discretion, and financial planning services to individuals, families, and businesses. Financial planning covers areas like education funding, retirement, estate, risk management, employee benefits, and tax planning. Services are tailored to each client's needs, and terms are detailed in a written agreement.
Assets Under Management$60M
Clients203
Advisors1
Avg. per Client$300K
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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