Robert
Binkowski
Axxcess Wealth Management, LLC
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About this Advisor
Robert Binkowski is a financial advisor operating in Carlsbad, California with 1 year of relevant experience. Binkowski works at Axxcess Wealth Management, LLC. Throughout their career, Binkowski has worked at Rjl Wealth Management, LLC, Arete Wealth Management LLC, Lucia Securities, LLC and Axxcess Wealth Management LLC. Binkowski holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Axxcess Wealth Management, LLC is a financial advisory firm that has its headquarters in Carlsbad, CA. The firm has offices in 23 locations and a total of 78 people on staff. It manages $3 billion in assets under management between its 9,690 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 14 charitable organizations. Of its 9,690 client accounts, just 13% are held by high-net-worth investors who have greater than $1 million in assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on the services offered. Fees billed by Axxcess Wealth Management, LLC may include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Axxcess Wealth Management, LLC Brokerage Details
$3,399,618,044
78
9,690
$350,838
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
Robert Binkowski Work History
Robert has been registered as a financial advisor for 1 years.*
Arete Wealth Management LLC
Axxcess Wealth Management LLC
Lucia Securities, LLC
Rjl Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Binkowski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Axxcess Wealth Management, LLC
Carlsbad, CA
Carlsbad, CA
Charleston, WV
Carlsbad, CA
Carlsbad, CA
Carlsbad, CA
Lantana, TX
Carlsbad, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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