BA

Benjamin Lancelot Ambrosini

3 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
41 advisors
Number of Clients
8,726 clients
Average Client Portfolio
$725K average
Assets Under Management
$6.3B

Fee Structure

Financial Planning:Included in AUM fee
Hourly Rate:$100 - $500/hr

Wealth management and Customized Portfolio Platform fees range from 0.15% to 2.00% annually, based on assets under management and the complexity of services. Sleeve manager strategy service fees range from 0.08% to 1.25% annually. Financial planning and consulting services are offered on an hourly basis ($100 to $500 per hour) or for a fixed fee, which is negotiable. Corporate retirement plan advisory fees are charged up to 2.00% annually. AWM also assesses an annual account fee, as stated in the client's investment advisory agreement. Clients may also incur servicing and reporting fees for certain assets held outside of advisory accounts.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
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Advisor Information

Office location

6005 Hidden Valley Road, Suite 290, Carlsbad, CA, 92011

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Benjamin is a licensed insurance agent since June 2022, selling and servicing fixed insurance products, dedicating minimal time to this activity. He also operates under the DBA Ambrosini Wealth for his advisory business.

Employment History
Current Registrations
Axxcess Wealth Management, LLC
December 2024 - Present · 1 yr 1 mo
Previous Registrations
Prime Capital Financial
June 2022 - January 2025 · 2 yrs 7 mos
20/20 Capital Management, INC
March 2022 - December 2022 · 9 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.