Ambassador Wealth Management provides investment management services on a discretionary basis, meaning they can make trades without asking you first. They also offer financial planning and consulting services covering areas like tax, estate, and insurance planning. They work with other professionals to complete your financial plan, and they consider your risk tolerance and financial situation when making recommendations. You are not obligated to act on their recommendations.
Assets Under Management$67M
Clients118
Advisors2
Avg. per Client$570K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1000K | 1.85% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $15.0M | 0.85% |
| $15M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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