Louis Ambrosio
Louis Ambrosio is a registered investment advisor at Beacon Pointe Advisors, LLC, based in Palm Beach Gardens, FL, with 35 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 29,929 clients with $55B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.
Fee Estimator
Location
Palm Beach Gardens, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2006Other Business Activities
Louis is the active owner of Ambro Holdings, LLC, a holding company for tangible assets in his retirement account, dedicating minimal time to buying gold coins and trading securities. He also founded and maintains an educational website called SuperCap25, spending a few hours per week on it.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Amore Ambro, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Legg Mason Wood Walker, IncorporatedBroker
Chase Investment Services CORP.Broker
First Long Island Securities INC.Broker
First Long Island Securities INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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