William Ambrogio
William Ambrogio is a CFP-designated registered investment advisor at Wellspring Financial Advisors, LLC, based in Cleveland, OH, with 8 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 144 clients with $4.2B 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 $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.15% |
Fees are negotiable. Some clients may pay different fees than those currently in effect.
Fee Estimator
Location
5900 Landerbrook Drive, Suite 100, Cleveland, OH, 44125
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wellspring Financial Advisors, LLC
State Registrations1 state
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