Elisabeth Neuberg is a registered investment advisor at Lunin-Pack Planning and Advice, LLC, based in Cold Spring, NY. Elisabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 37 clients with $26M 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 $750K | 1.25% |
| $750K - $1.3M | 1.00% |
| $1.3M - $5.0M | 0.85% |
| $5M+ | 0.75% |
LPPA can negotiate a different fee rate for asset management services with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Location
292 Main Street, First Floor, Suite 1, Cold Spring, NY, 10516
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lunin-Pack Planning and Advice, LLC
State Registrations1 state
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