Michael Hartzman
Michael Hartzman is a CFP-designated registered investment advisor at Lebenthal Global Advisors, LLC, based in Hauppauge, NY, with 33 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,276 clients with $820M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lebenthal Global Advisors charges an annual fee for managing your investments, which includes an advisory fee and a platform fee. The total fee ranges from 1.25% to 1.75% of your portfolio's value, but the maximum possible fee is 2.40%. The fee is negotiable and will be detailed in your advisory agreement. Accounts under $800,000 are typically charged a single flat fee, while larger accounts are charged on a tiered basis. The fee is billed quarterly in advance.
Location
200 Parkway Drive South, Suite 200, Hauppauge, NY, 11788
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Regulatory History (1)
Customer Dispute
August 2010Other Business ActivitiesSells Insurance
Michael is the president of Bristol Asset Management Corp, a registered investment advisor. He is also a life insurance agent with Crump Life Insurance, dedicating a few hours per week, and has ownership stakes in Lebenthal Partners LLC and Lebenthal Global Advisors, spending minimal time on these ventures. Michael also hosts The Lebenthal Report Podcast, spending minimal time on it.
Employment History
Current Registrations
Lebenthal Global Advisors, LLC
Lebenthal Financial Services, INC.Broker
Previous Registrations
Northeast Securities, INC.Broker
Jaron Equities CORP.Broker
New England SecuritiesBroker
Kingland Capital CorporationBroker
State Registrations31 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.