Ladenburg Thalmann Asset Management provides investment management, model portfolios, and financial consulting services for individuals, retirement plans, and other financial professionals. The firm offers various investment strategies—including mutual fund, exchange-traded fund, and tax-sensitive portfolios—through sponsored programs and separately managed accounts. Additionally, Ladenburg Thalmann Asset Management acts as investment adviser to several proprietary mutual funds and collective investment trusts. The firm works with clients to tailor investment approaches based on personal objectives, risk tolerances, and time horizons, while coordinating execution through affiliated and unaffiliated broker-dealers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Maximum asset-based fee for consulting services is 0.75% annually. Fees are subject to negotiation and vary across different sponsored programs.