Tracy Byrnes
Tracy Byrnes is a registered investment advisor at Lebenthal Global Advisors, LLC, based in Hackensack, NJ, with 7 years of industry experience. Tracy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,276 clients with $820M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lebenthal Global Advisors charges an annual fee for managing your investments, which includes an advisory fee and a platform fee. The total fee ranges from 1.25% to 1.75% of your portfolio's value, but the maximum possible fee is 2.40%. The fee is negotiable and will be detailed in your advisory agreement. Accounts under $800,000 are typically charged a single flat fee, while larger accounts are charged on a tiered basis. The fee is billed quarterly in advance.
Location
Hackensack, NJ
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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 →Employment History
Current Registrations
Lebenthal Global Advisors, LLC
Lebenthal Financial Services, INC.
Lebenthal Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations12 states
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