Michael Tavella is a CFP-designated registered investment advisor at Lebenthal Global Advisors, LLC, based in Hauppauge, NY, with 7 years of industry experience. Michael 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.
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 | 2.40% |
| $100K - $250K | 2.35% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.15% |
| $1.0M - $5.0M | 2.12% |
| $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
Location
200 Parkway Drive South, Suite 200, Hauppauge, NY, 11788
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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.
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Michael is the Chief Financial Officer of Lebenthal Diversified Asset Management Inc. and an Investment Adviser Representative at Lebenthal Global Advisors, LLC. He also spends about 10-20% of his time as a property manager for a building owned by his father.
Employment History
Current Registrations
Lebenthal Global Advisors, LLC
State Registrations3 states
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
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