Lawrence Tankel is a registered investment advisor at Lt Advisors LLC, based in New City, NY, with 4 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 18 clients with $54M 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% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
3 E Evergreen Road, Suite 101 Pmb 616, New City, NY, 10956
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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.
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Lawrence is the owner and tax consultant at Lawrence Tankel CPA, P.C., providing tax preparation, accounting, and consulting services since 2022. This takes about half of his time, with 40 hours per month during securities trading hours.
Employment History
Current Registrations
Lt Advisors LLC
State Registrations1 state
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