Robert
Binkowski

Axxcess Wealth Management, LLC

CRD#4814174
Investment Advisor
in Carlsbad, CA

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About this Advisor

Robert Binkowski is a financial advisor based in Carlsbad, California. Currently a registered investment advisor with Axxcess Wealth Management, LLC, they have gathered 10 years of practice in the financial advisory industry. Binkowski maintains a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Binkowski can serve customers based out of California. Over the course of their career, they have held roles at Raymond J. Lucia Companies, First Allied Securities, Inc, Rjl Wealth Management, LLC, Lucia Securities, LLC, Axxcess Wealth Management LLC and Arete Wealth Management LLC. Axxcess Wealth Management, LLC is located in Carlsbad, California, and operates out of four other offices throughout the country. As a registered investment advisory firm, Axxcess Wealth Management, LLC manages $778 million in assets throughout 1,754 accounts and retains 15 staff members. The firm's total assets under management places it among the larger investment advisory firms in the country. The firm manages 1,647 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 20% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Axxcess Wealth Management, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Disclosures

Yes

Office Location

6005 Hidden Valley Road Suite 290
Carlsbad, CA 92011

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Axxcess Wealth Management, LLC Brokerage Details

Total Assets Under Management

$777,740,589

CA Average: $7,578,581,321
Total Number of Employees

15

CA Average: 43
Total Number of Accounts

1,754

CA Average: 3,727
Average Account Size

$443,410

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Robert Binkowski Work History

Robert has 11 years of experience.

2015 - Present (5 years)

Axxcess Wealth Management LLC

2015 - Present (5 years)

Arete Wealth Management LLC

2011 - 2015 (4 years)

Lucia Securities, LLC

2010 - 2015 (5 years)

Rjl Wealth Management, LLC

2009 - 2010 (1 year)

Raymond J. Lucia Companies

2009 - 2011 (2 years)

First Allied Securities, Inc

Disclosures

Robert Binkowski has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Axxcess Wealth Management, LLC

Robert Binkowski
Carlsbad, CA
Thomas Gajdalo
Carlsbad, CA
Richard Moon
Brea, CA
Randall Karl
Carlsbad, CA
Cory Persson
Carlsbad, CA
Adrienne Rivett
Scottsdale, AZ
Daniel Woods
Irvine, CA
Richard Blosser
Carlsbad, CA

This content was compiled from the SEC and FINRA.

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