Lebenthal Diversified Asset Management offers sub-advisory investment management services to other wealth management firms and portfolio management for qualified retirement plans. Lebenthal Diversified Asset Management designs and manages various model portfolios consisting of mutual funds, exchange-traded funds, individual stocks, and bonds tailored to different risk tolerances and tax strategies. The firm operates primarily as a business-to-business partner, managing assets delegated by primary investment advisors rather than advising individual retail clients directly.
Assets Under Management$880M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$880M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fee is charged to the primary investment advisor and ranges up to 2.00% annually. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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