Dagan Lacorte is a registered investment advisor at L&l Partners Wealth Management, LLC, based in Suffern, NY, with 24 years of industry experience. Dagan 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.25% |
| $500K - $1.5M | 2.00% |
| $1.5M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Location
74 Lafayette Avenue, Suite 101, Suffern, NY, 10901
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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 →Other Business Activities
Dagan is the treasurer of Friends of JCC Krakow, a charitable organization, dedicating a few hours per week. He is also a trustee for the David Philip Marantz Trust, spending about a quarter of his time managing the trust's business, and works as a lawyer and real estate broker.
Employment History
Current Registrations
L&l Partners Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations1 state
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