Advisor at LCP Institutional, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LCP Institutional, LLC
Location
Atlanta, GA 30309
Credentials
CFP®, Series 63, Series 66
Industry experience
16 years
Charles Ambroselli is a CFP® with 16 years of experience in the financial services industry. He is currently an advisor at LCP Institutional, LLC, having previously worked at firms including Merit Financial Advisors, Patton Albertson & Miller, and Purshe Kaplan Sterling Investments. LCP Institutional provides financial planning, portfolio management, and institutional consulting to individuals, retirement plans, charitable organizations, trusts, and small businesses. The firm emphasizes customized financial profiles and investment plans with portfolios constructed primarily from ETFs, mutual funds, and common stocks, often using fundamental analysis and long-term allocations.
Based on LCP Institutional, LLC
$0 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001 - $25,000,000: 0.75% Above $25,000,000+: Negotiable $0 - $100,000,000: 0.20% $100,000,001 - $200,000,000: 0.12% $200,000,001 - $400,000,000: 0.10% Above $400,000,001+: 0.05% $0 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.35% $50,000,001 - $100,000,000: 0.15% Above $100,000,001+: Negotiable
Minimum fee: $50,000 minimum annual fee for institutional consulting and discretionary institutional clients Fee-only: Investment management fees billed quarterly based on assets under management, fees negotiable and may be waived or reduced; institutional consulting fees also charged on tiered basis with minimum annual fee of $50,000
The Arts Center Tower, 1270 West Peachtree Street, Suite 3
Atlanta, GA 30309
Georgia
LCP Institutional, LLC
2025 - Present (1 year)
Merit Financial Advisors
2025 - 2025 (1 year)
Patton Albertson & Miller
2022 - 2025 (3 years)
1776 Wealth, LLC
2021 - 2021 (1 year)
Purshe Kaplan Sterling Investments
2017 - 2019 (2 years)
Benedetti, Gucer & Associates
2016 - 2021 (5 years)
Unemployed
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Atlanta, GA
Steele Financial Studios
Series 63, Series 66
Atlanta, GA
Smarr Financial Services Inc.
Series 65
Duluth, GA
Stanhouse Financial Planning and Management, LLC
Series 65
Atlanta, GA
Adam Capital
Series 63, Series 65
Smyrna, GA
Opportunity Investment Group, LLC
CFP®, Series 63
Atlanta, GA
Financial Staples
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")