Harry Vann
Advisor at AMB Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AMB Wealth, LLC
Location
Thomasville, GA 31792
Credentials
Series 63
Industry experience
28 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Annual platform fee of $130 per advisory account, assessed quarterly in arrears.
$25,000 - $500,000: 2.00% - 2.50% $500,001 - $1,000,000: 1.00% - 2.00% $1,000,001 - $5,000,000: 0.75% - 1.50% $5,000,001+: 0.50% - 1.00% $25,000 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50% $25,000 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Account minimum: $25,000 Fee-only: Financial planning fees charged based on scope and complexity; invoiced separately and paid via check.
Work history
Allen, Mooney & Barnes Investment Advisors
2017 - Present (9 years)
Allen,, Mooney & Barnes Brokerage Services
2017 - Present (9 years)
SunTrust Advisory Services
2016 - 2017 (1 year)
Suntrust Investment Services, Inc.
2006 - 2017 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory 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.
Is not active or affiliated with:
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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