Lebenthal Diversified Asset Management (LDAM) offers investment advice to other investment advisors and manages portfolios for qualified retirement plans. LDAM manages assets delegated by other advisors but does not communicate directly with their clients. For retirement plans, LDAM offers services to plan sponsors and may provide education to plan participants. LDAM primarily advises on mutual funds and exchange-traded funds (ETFs).
Assets Under Management$750M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$750M
Fee Structure
Investment management only (planning not offered)
LDAM provides investment management services to other investment advisors, not directly to individual investors. The fees are negotiated between LDAM and the primary advisor, ranging up to 2.00% of the assets managed. The primary advisor pays the fees.
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