Amberlake Partners Sam

Commission-BasedFee-Only (% of Portfolio)

Amberlake Partners, based in Monaco, offers wealth management and investment advice to individuals, family offices, and companies. The firm advises on various financial assets, including stocks, bonds, funds, real estate, and private equity. Amberlake Partners acts as a single point of contact for clients, assisting them with their banking relationships.

Assets Under Management$57M
Clients11
AdvisorsN/A
Avg. per Client$5.2M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M

Amberlake Partners charges an annual fee based on the complexity of your portfolio, typically between 1.00% and 3.00%. Fees are negotiable and billed quarterly in arrears. The fees do not include brokerage commissions, transaction fees, or other related costs.

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Amberlake Partners Sam | TrueAdvisor