Ambassador Advisors, LLC

Retirement Planning Firm in Lee County, FL

Firm Info
Address: 5237 Summerlin Commons Blvd Suite 410, Fort Myers, FL 33907, USA
Phone: (239) 310-7010

Firm Size
Assets Under Management: $732.9 million
# of Advisors: 21
# of Clients: 7,199
Client to Advisor Ratio: 343:1
Average Account Size: $101,808
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Other

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Ambassador Advisors, LLC Overview

AMBASSADOR ADVISORS, LLC is a registered investment advisory firm offering investment advice only services. The firm has been in business since 2002 and is headquartered in Lancaster, PA. The fee arrangement is fee-only, meaning that clients do not pay commissions or other hidden fees for services rendered. In addition to financial planning services, AMBASSADOR ADVISORS provides portfolio management for individuals and small businesses, as well as businesses or institutional clients. Additionally, the firm offers pension consulting services and the selection of other advisors. These services are aimed at helping clients reach their financial goals and build wealth over time. The firm prides itself on its commitment to transparency and integrity in all its dealings. Clients can expect personalized attention and a customized approach to their financial planning needs. AMBASSADOR ADVISORS also offers consulting services in addition to its core portfolio management and financial planning offerings. This commitment to providing comprehensive services means that clients have access to a broad range of expertise and experience at the firm.

AMBASSADOR ADVISORS, LLC is an advisory firm that caters to a diverse range of clients from various fields. They are known for their exceptional services in the financial sector, providing reliable and cost-effective solutions that meet their clients' needs. Their clients include individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporate types not listed. The firm offers customized financial solutions to meet the unique needs of each of their clients. Moreover, they ensure that every client receives the same level of personalized attention, regardless of their financial status. When it comes to fee structures, AMBASSADOR ADVISORS, LLC offers its clients flexibility and transparency in pricing. Clients can choose from various types of fees, depending on the services they need. For instance, the firm charges a percentage of AUM for wealth management services, which is calculated based on the value of the client's assets under management. Hourly fees are applicable for clients who seek ad-hoc financial advisory services or specific projects. The fixed fees structure caters to clients who require ongoing financial support that they can budget around. Lastly, other types of fees may include performance-based fees, which are tied to the success of the investments. Whatever the clients' needs may be, AMBASSADOR ADVISORS, LLC ensures that their fee structures are agreed upon before any services are rendered, providing transparency and complete clarity to avoid any misunderstandings.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure of AMBASSADOR ADVISORS, LLC notes that they do not require a minimum dollar amount to open and maintain an advisory account. However, they reserve the right to terminate the account if it falls below a minimum size that they deem too small to manage effectively. Therefore, it can be concluded that the firm does not have a specific investment minimum, but clients should be aware that their account may be terminated if it falls below a certain size.

How This Office Can Help Lee County, FL Residents

Ambassador Advisors, LLC provides customized financial planning services to clients in Lee County, FL, which can help them navigate complex financial situations. As many people in this area approach retirement age, they are looking for guidance on how to manage their wealth and plan for their future. The team at Ambassador Advisors, LLC helps clients in Lee County by providing personalized investment guidance, tax planning, and estate planning services. In addition, many residents of Lee County, FL are also concerned about managing their finances during a challenging economic climate. With the impacts of COVID-19 still affecting many businesses and individuals, many people in the area are looking for strategies to minimize their financial risks. The team at Ambassador Advisors, LLC can assist clients in Lee County by providing insights and guidance based on current market conditions, so they can make informed decisions about their financial future. Overall, Ambassador Advisors, LLC can help people in Lee County, FL secure their financial future by providing tailored financial planning solutions.

To view the Minimum Investment and Fee Schedule for Ambassador Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Ambassador Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Ambassador Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 5237 Summerlin Commons Blvd Suite 410, Fort Myers, FL 33907, USA
Phone (239) 310-7010
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 1755 OREGON PIKE, LANCASTER, PA 17601, United States

This firm has no other locations.

State Registrations

Ambassador Advisors, LLC is registered to service clients in the following states:

  • California
  • Colorado
  • Delaware
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Louisiana
  • Maryland
  • Minnesota
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Vermont
  • Virginia
  • Washington

Disciplinary History

Ambassador Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.