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Everett Youngberg

Lebenthal Global Advisors, LLC
38 Years of Experience
Boynton Beach, FL
4 DisclosuresSells Insurance
View SEC Summary
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Everett Youngberg is a registered investment advisor at Lebenthal Global Advisors, LLC, based in Boynton Beach, FL, with 38 years of industry experience. Everett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,465 clients with $970M in assets under management.

Lebenthal Global Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
2,465 clients
Average Client Portfolio
$394K average
Assets Under Management
$971.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.40%
$100K - $250K2.35%
$250K - $500K2.25%
$500K - $1.0M2.15%
$1.0M - $5.0M2.12%
$5M+2.05%

Maximum wrap fee is 2.40% (2.00% advisory fee plus 0.40% platform fee). Clients typically pay between 1.00% and 1.50%. Smaller accounts ($800,000 or less) are typically charged a flat fee, while larger accounts use a blended tiered schedule. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1375 Gateway Blvd, Suite 13, Boynton Beach, FL, 33426

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2008
Settled
Customer Dispute
October 2000
Closed-No Action
Customer Dispute
December 1999
Closed-No Action
Customer Dispute
December 1994
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Everett is a registered tax preparer, spending about 10-20% of his time on this activity. He also serves as a FINRA arbitrator and manages a rental property, dedicating minimal time to each. Everett is also an independent licensed insurance agent selling life, variable annuity, and health insurance products.

Employment History
Current Registrations
Lebenthal Global Advisors, LLC
September 2020 - Present · 6 yrs 1 mo
Previous Registrations
Avenir Private Advisors, LLC
November 2018 - February 2020 · 1 yr 3 mos
Kovack Securities INC.Broker
May 2017 - June 2018 · 1 yr 1 mo
Capital Guardian Wealth Management, LLC
June 2009 - November 2018 · 9 yrs 5 mos
Capital Guardian, LLCBroker
June 2009 - June 2017 · 8 yrs
Citigroup Global Markets INC.
February 2002 - May 2009 · 7 yrs 3 mos
Citigroup Global Markets INC.Broker
February 2002 - May 2009 · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1997 - February 2002 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1987 - July 1995 · 8 yrs 6 mos
Raymond James & Associates, INC.Broker
May 1986 - January 1987 · 8 mos
Integrated Resources Equity CorporationBroker
May 1985 - May 1986 · 1 yr
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.
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