Ladenburg Thalmann Asset Management INC

Fee-Only (% of Portfolio)

Ladenburg Thalmann Asset Management (Ladenburg) offers consulting services, manages the Ladenburg Funds and Total Portfolio Series, and provides investment management through sponsored programs and separately managed accounts. Ladenburg's services are tailored to individual client needs and restrictions, with a focus on various investment strategies. Ladenburg also provides model allocations to other registered investment advisors.

Assets Under Management$5.6B
Clients3,334
Advisors21
Avg. per Client$1.7M
Avg. per Advisor$270M

Fee Structure

Investment management only (planning not offered)

Ladenburg Thalmann Asset Management manages investments through various programs and separately managed accounts. Fees for these services are determined by the specific program or agreement and are subject to negotiation. Details and fee schedules for Ladenburg-sponsored programs are available upon request. For separately managed accounts, fees are generally charged quarterly, either in advance or in arrears, as specified in the client agreement.

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Location

21 Advisors at this firm

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