How does the advisor help clients – Key Takeaways:
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. is an experienced financial advisor dedicated to providing quality financial services to its clients. With a team of expert advisors and a wealth of experience, LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. has established itself as a leading player in the financial industry. Below are some key takeaways on how this advisor helps its clients:
- Provides personalized financial advice
- Offers a wide range of financial services
- Tailors strategies to meet individual client needs
- Employs a team of experienced advisors
- Places a strong emphasis on client education and communication
Facts and Insights
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. has been in the financial industry for over 20 years and has built a strong reputation for delivering expert financial advice to its clients. The following table provides an overview of the firm’s assets under management, number of advisors and time in business.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 20+ years |
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. works with a diverse range of clients and provides a wide range of financial services. Below are some of the key financial services offered by the firm:
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
The firm caters to a variety of client types and has the expertise to assist clients with varying financial needs. The following are some of the client types served by LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.:
Client Types
- High-net-worth individuals
- Business owners
- Professionals
- Retirees
- Young families
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. operates on a fee-based compensation structure, meaning clients pay an annual fee based on a percentage of their assets under management. The firm believes this fee structure aligns their interests with those of their clients, ensuring that they are always working in the best interest of their clients.
Fees & Compensation
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. charges an annual fee based on the following tiered structure:
| Tier | Assets Under Management | Annual Fee |
|---|---|---|
| Tier 1 | $500,000 – $1 million | 1.25% |
| Tier 2 | $1 million – $3 million | 1.00% |
| Tier 3 | $3 million – $5 million | 0.75% |
| Tier 4 | $5 million+ | 0.50% |
Background is important when choosing a financial advisor, and LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. has a team of experienced advisors with a wide range of qualifications and expertise. The firm is committed to continuing education and staying up-to-date with industry trends to better serve their clients.
Background
It is important for clients to understand the potential risks involved with working with a financial advisor. LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC. provides full disclosure to their clients and is dedicated to transparency and honesty in all aspects of their services. The firm has no disclosures on their record, ensuring that clients can trust their expertise and commitment to ethical and responsible practices.
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