Ambassador Advisors, LLC

Retirement Planning Firm in Leola, PA

Firm Info
Address: 1755 Oregon Pike Suite 100, Lancaster, PA 17601, USA
Phone: (717) 560-8300

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

Edward Jones is a financial advisory firm that is based in St. Louis, MO. The firm was established in 1963 and since then, they have become one of the leading broker-dealers in the industry. Their fee arrangement is fee-based, which means that clients are charged a fee based on the services provided. They provide investment advice to individuals and small businesses as well as businesses or institutional clients. Additionally, they offer pension consulting services to help clients plan for retirement. One of the key services provided by Edward Jones is portfolio management. They provide personalized portfolio management services to ensure that the investment strategy aligns with the client's objectives. They also offer this service to small businesses, ensuring that their investments are optimized for future growth. Furthermore, Edward Jones provides pension consulting services to ensure that clients can plan for retirement efficiently, providing retirement planning solutions that are tailored to meet the unique needs of each client. One of the hallmarks of Edward Jones is their ability to select other advisors for their clients. The firm employs an extensive network of brokers, agents, and advisors, ensuring that the best and brightest advisors are available to their clients. This service is just one example of the dedicated and comprehensive approach that Edward Jones takes to investment management, ensuring that clients receive the best possible service and outcome in the long term.

AMBASSADOR ADVISORS, LLC is a financial advisory firm that provides comprehensive services to a diverse range of clients. The types of clients served by AMBASSADOR ADVISORS, LLC are extensive and include individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporation types not listed. Each of these client categories has unique financial needs, and AMBASSADOR ADVISORS, LLC caters to each of them with a tailored approach. For instance, high net worth individuals may require a more bespoke approach with tailored investment advice, whereas pension or profit sharing plans may benefit from the firm's expertise in fiduciary management. When it comes to fee structures, AMBASSADOR ADVISORS, LLC offers flexibility in terms of payment options. The firm provides different fee structures depending on the services rendered. Clients can choose from a percentage of AUM, hourly fees, fixed fees, or other types of fees. AUM refers to assets under management, and this fee structure implies that the client pays a percentage of their investment portfolio's total value. Hourly fees are based on the amount of time that the firm spends on a client's account. Fixed fees, on the other hand, are a set amount charged for a specific service, while other types of fees may include performance-based fees. These different fee structures ensure that clients can choose an option that aligns with their financial preferences and circumstances.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure of Ambassador Advisors, LLC states that they do not require a minimum dollar amount to open and maintain an advisory account. However, the firm has the right to terminate an account if it falls below a minimum size that they consider too small to effectively manage. Therefore, while there is no mention of a specific investment minimum, clients should ensure that their account size stays above the minimum size in order to avoid termination by the firm.

How This Office Can Help Leola, PA Residents

Ambassador Advisors, LLC offers a range of services to clients in Leola, PA, to help them navigate their specific financial situations. One common issue that individuals in Leola may be facing is retirement planning. The team at Ambassador Advisors can help clients create a personalized retirement plan that takes into account their financial goals, current assets, and risk tolerance. Another financial challenge that many individuals in Leola may be facing is managing debt. Ambassador Advisors can provide guidance on how to pay down debt strategically to minimize interest rates and fees. They can also provide advice on how to build credit and maintain a healthy credit score. Overall, Ambassador Advisors has the expertise to address a wide range of financial concerns and provide tailored solutions to help clients in Leola and the surrounding areas reach their goals.

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 1755 Oregon Pike Suite 100, Lancaster, PA 17601, USA
Phone (717) 560-8300
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

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.