Everett Youngberg
Everett Youngberg is a registered investment advisor at Lebenthal Global Advisors, LLC, based in Hauppauge, NY, 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 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
Get directionsHistory
Regulatory History (4)
Customer Dispute
February 2008Customer Dispute
October 2000Customer Dispute
December 1999Customer Dispute
December 1994Other 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
Previous Registrations
Avenir Private Advisors, LLC
Kovack Securities INC.Broker
Capital Guardian Wealth Management, LLC
Capital Guardian, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Raymond James & Associates, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations1 state
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.