BB
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Brewer Bentley

12 Years of Experience
1 DisclosureBroker

Brewer Bentley is a registered investment advisor at Amb Wealth, LLC, based in Thomasville, GA, with 12 years of industry experience. Brewer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 920 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
920 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

AMB Wealth's investment management fees are negotiable and based on your individual needs and the services provided, but will not exceed 2.50% of assets managed. Some advisor representatives use tiered fee schedules:

Schedule 1:

  • $25,000 - $500,000: 1.25% per year
  • $500,001 - $1,000,000: 1.00% per year
  • $1,000,001 - $2,000,000: 0.85% per year
  • $2,000,001 - $3,000,000: 0.75% per year
  • Greater than $3,000,000: 0.50% per year

Schedule 2:

  • $25,000 - $1,000,000: 1.00% per year
  • $1,000,001 - $2,000,000: 0.85% per year
  • $2,000,001 - $3,000,000: 0.75% per year
  • Greater than $3,000,000: 0.50% per year

AMB also charges an annual platform fee of $130 per advisory account, assessed quarterly.

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Location

135 South Madison Street, Thomasville, GA, 31792

Get directions

History

Regulatory History (1)
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Regulatory
August 2015
Final
Other Business Activities

Brewer is the owner and managing member of Bentley Capital Assets LLC, which manages accounts and owns land. Brewer also serves as an assessor for the Brooks County Board of Tax Assessors, a role that began in 2022 and continues through 2027.

Employment History
Current Registrations
Amb Wealth, LLC
May 2023 - Present · 2 yrs 11 mos
Allen, Mooney & Barnes Brokerage Services, LLCBroker
April 2023 - Present · 3 yrs
Previous Registrations
Edward Jones
September 2013 - April 2023 · 9 yrs 7 mos
Edward JonesBroker
September 2013 - April 2023 · 9 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2012 - April 2013 · 4 mos
State Registrations7 states
ALDCFLGALANCSC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Brewer Bentley - Financial Advisor | TrueAdvisor