Dominick Tavella
Dominick Tavella is a registered investment advisor at Lebenthal Global Advisors, LLC, based in Hauppauge, NY, with 42 years of industry experience. Dominick 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 2,276 clients with $820M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
200 Parkway Drive South, Suite 200, Hauppauge, NY, 11788
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Regulatory History (1)
Customer Dispute
August 2003Other Business ActivitiesSells Insurance
Dominick is a licensed independent insurance producer selling life insurance and annuities. He also holds various positions, including President, Owner, and Investment Adviser Representative, in several investment-related companies, and has ownership interests in real estate holding companies and a corporate entity that owns the Lebenthal brand. Additionally, Dominick hosts The Lebenthal Report Podcast for a minimal time each month and serves as an unpaid commentator for Fox News for a few hours per week.
Employment History
Current Registrations
Lebenthal Global Advisors, LLC
Lebenthal Diversified Asset Management INC.
Lebenthal Financial Services, INC.Broker
Previous Registrations
New England SecuritiesBroker
Investacorp, INC.Broker
Sterling Analytic Securities INCBroker
First Investors CorporationBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.