Fee Schedule

As a comprehensive financial planning firm, Ambassador Advisors strives to provide unparalleled value to its clients. This value begins with our focus on client education, regular contact and ease of accessibility. Although just the “beginning” of our value, the importance of experienced, professional advice cannot be underestimated. In fact, Vanguard, whose reputation in the mutual fund industry is often associated with its large contingent of fee-conscious, do-it-yourself investors, recently conducted a comparison of professionally advised accounts and self-managed accounts. The results were staggeringly different. Despite generally lower fees and investment costs amongst the do-it-yourselfers, the advisor group did much better, averaging nearly 3% more, annually, over the 20-year length of the study. In addition to active, professional money management, our value grows through a highly credentialed staff, providing advice on insurance strategiesretirement planning, tax-conscious contribution and withdrawal techniques, as well as estate and charitable planning.

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ETF/INDIVIDUAL STOCK MODELS

ETF/INDIVIDUAL STOCK MODELS

Assets

Annual Advisory Fee

First $250,000 1.75%
Next $750,000 1.50%
Next $2,000,000 1.25%
Thereafter 1.00%

HELD-AWAY ASSET ADVICE

HELD-AWAY ASSET ADVICE

Assets

Annual Advisory Fee

First $750,000 .60% of Investable Net Worth
Thereafter .30% of Investable Net Worth