AMB Financial, located in California, provides investment management and financial planning services. AMB Financial develops investment plans based on clients' goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. Financial planning is offered on a project basis or ongoing.
Assets Under Management$4.9M
Clients16
Advisors1
Avg. per Client$310K
Avg. per Advisor$4.9M
Fee Structure
Planning is included in investment management (also available separately)
AMB Financial charges a flat annual fee for investment management services, paid quarterly in advance.
- $0 - $500,000: $1,000/year
- $500,001 - $1,000,000: $3,000/year
- Above $1,000,000: $5,000/year
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