Kenneth Lassner is a CFA-designated registered investment advisor at Northern Trust Investments, Incorporated, based in New York, NY, with 6 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 41,475 clients with $1100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NTI offers investment management services through separately managed accounts. Fees are charged as a percentage of the assets managed. The specific percentage varies depending on the investment strategy used:
- Third-Party Strategies: Up to 1.00% per year
- Quantitative Equity: Up to 0.65% per year
- Passive Equity: Up to 0.30% per year
- Fixed Income: Up to 0.45% per year
- Tax Advantaged Long/Short Equity: Up to 1.50% per year
- Cash Management: Up to 0.12% per year
- Multi-Asset Class: Up to 0.50% per year
Fees are invoiced quarterly, monthly, or as stated in the client's agreement.
Location
390 Park Avenue, 2nd Floor, New York, NY, 10022
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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
Northern Trust Investments, Incorporated
Northern Trust Securities, INC.
Northern Trust Securities, INC.Broker
Previous Registrations
Aqr Investments, LLCBroker
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
Columbia Management Investment Advisers, LLC
Ust Securities CORP.Broker
Scudder Investor Services, INC.Broker
State Registrations51 states
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