Advisor at Ambassador Wealth Management, LLC
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Firm
Ambassador Wealth Management, LLC
Location
Vancouver, WA 98662-7918
Credentials
CFA®, Series 63
Industry experience
14 years
Stuart Quint is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Ambassador Wealth Management, LLC since 2017. His prior experience includes six years at Brinker Capital and a year operating independently. Ambassador Wealth Management provides discretionary investment management and financial planning to individuals, business entities, and pension or profit-sharing plans, employing fundamental analysis to construct diversified portfolios that include mutual funds, ETFs, equities, and debt instruments. The firm manages accounts on a discretionary basis with regular reviews and offers services such as tax, estate, and insurance planning support without imposing account minimums.
Based on Ambassador Wealth Management, LLC
Based on Ambassador Wealth Management, LLC
$0 - $99,999.99: 2.50% $100,000 - $249,999.99: 2.25% $250,000 - $499,999.99: 2.00% $500,000 - $999,999.99: 1.85% $1,000,000 - $1,999,999.99: 1.65% $2,000,000 - $2,999,999.99: 1.35% $3,000,000 - $4,999,999.99: 1.15% $5,000,000 - $9,999,999.99: 1.00% $10,000,000 - $14,999,999.99: 0.85% $15,000,000 - $99,999,999.99: 0.70%
$350 per hour
7720 Ne Vancouver Mall Drive, Suite 100
Vancouver, WA 98662-7918
Washington
Ambassador Wealth Management
2017 - Present (9 years)
Self
2016 - 2017 (1 year)
Brinker Capital
2010 - 2016 (6 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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