Axxcess Wealth Management, LLC
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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
Years of Experience
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Axxcess Wealth Management, LLC Brokerage Details
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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.
Axxcess Wealth Management LLC
Arete Wealth Management LLC
Lucia Securities, LLC
Rjl Wealth Management, LLC
Raymond J. Lucia Companies
First Allied Securities, Inc
Robert Binkowski has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Axxcess Wealth Management, LLC