Jeremy Wittenberg is a CFP-designated registered investment advisor at Douglas C. Lane & Associates, based in New York, NY, with 11 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,220 clients with $8.2B 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15.0M - $30.0M | 0.60% |
| $30.0M - $50.0M | 0.50% |
| $50M+ | 0.30% |
Certain employees, friends and family associated with DCLA do not pay fees, or receive discounted fees. In some cases, fees are negotiable.
Fee Estimator
Location
One Dag Hammarskjold Plaza, 885 Second Avenue, 42 Floor, New York, NY, 10017
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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.
Learn about disclosures →Employment History
Current Registrations
Douglas C. Lane & Associates
Previous Registrations
Corient
Kore Private Wealth, LLC
Leucadia Asset Management LLC
Jefferies LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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