Charles Ambroselli is a CFP-designated registered investment advisor at Lcp Institutional, LLC, based in Alpharetta, GA, with 16 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 102 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 1.00% |
Fees negotiable above $25,000,000.
Fee Estimator
Location
Alpharetta, GA
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Lcp Institutional, LLC
Previous Registrations
Lcp Institutional, LLC
Merit Financial Advisors
Patton Albertson Miller Group, LLC
1776 Wealth LLC
Purshe Kaplan Sterling InvestmentsBroker
Benedetti, Gucer & Associates
Ronald Blue & CO. LLC
Edward Jones
Edward JonesBroker
State Registrations1 state
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.