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Alberto Libertini

11 Years of Experience
Suffern, NY

Alberto Libertini is a registered investment advisor at L&l Partners Wealth Management, LLC, based in Suffern, NY, with 11 years of industry experience. Alberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 73 clients with $70M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
73 clients
Average Client Portfolio
$965K average
Assets Under Management
$70.5M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.50%
$100K - $500K2.25%
$500K - $1.5M2.00%
$1.5M - $2.5M1.75%
$2.5M - $5.0M1.50%
$5M+1.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

74 Lafayette Avenue, Suite 101, Suffern, NY, 10901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
L&l Partners Wealth Management, LLC
October 2014 - Present · 11 yrs 7 mos
State Registrations1 state
NJ
Advisor

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Exams
No exam information available for this advisor.