Perla Glanzberg is a registered investment advisor at Livian & CO., based in New York, NY, with 16 years of industry experience. Perla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 69 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.60% |
Fees are for High Income, Defensive, Balanced and Aggressive Portfolios. Conservative Fixed Income accounts smaller than $2.5MM are charged 0.5%, with any additional amounts equal to or larger than $2.5MM charged 0.3%. Equity Opportunities are charged 1.5%. Fees may be negotiable.
Fee Estimator
Location
450 7th Avenue, Suite 801, New York, NY, 10123
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Livian & CO.
Previous Registrations
Wells Fargo Advisors, LLC
Safdié Investment Services CORP.
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.