Lebenthal Global Advisors offers investment advice tailored to clients' needs. Services include portfolio management (discretionary and non-discretionary), selection of other advisors, pension consulting, and financial planning. They customize investment portfolios and monitor performance, rebalancing as needed. Clients can limit discretionary authority. Lebenthal also offers a wrap fee program. They may use sub-advisers and recommend affiliated or non-affiliated third-party money managers.
Fee Structure
Lebenthal Global Advisors charges an annual fee for managing your investments, which includes an advisory fee and a platform fee. The total fee ranges from 1.25% to 1.75% of your portfolio's value, but the maximum possible fee is 2.40%. The fee is negotiable and will be detailed in your advisory agreement. Accounts under $800,000 are typically charged a single flat fee, while larger accounts are charged on a tiered basis. The fee is billed quarterly in advance.