Larry Luxenberg
Larry Luxenberg is a CFA, CFP-designated registered investment advisor at Lexington Avenue Capital Management, LLC, based in New City, NY, with 17 years of industry experience. Larry 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 74 clients with $160M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees may be negotiable for family, friends, large endowments, and other institutional accounts.
Fee Estimator
Location
New City, NY
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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
Lexington Avenue Capital Management, LLC
Previous Registrations
Partnervest Advisory Services LLC
State Registrations3 states
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