Bradenton, FL Office

Lebenthal Global Advisors serves individuals, high‑net‑worth clients and their families, trusts, estates, retirement accounts, and small business pension and profit‑sharing plans, including 401(k) participants. The firm offers discretionary (and limited non‑discretionary) portfolio management through a wrap fee program and provides financial planning at no additional charge to portfolio management clients.

The firm implements model‑based strategies managed through its affiliated sub‑adviser, Lebenthal Diversified Asset Management, offering diversified, tax‑sensitive, and specialty strategies that may include mutual funds, ETFs, individual bonds and equities; portfolios are monitored and rebalanced on an ongoing basis and can be customized to client objectives and risk tolerances. Accounts are typically managed under written discretionary authority and the wrap fee bundles money‑management, sub‑adviser, transaction, custodial and administrative costs.

Noteworthy distinctions include Lebenthal’s role as sponsor of its wrap program and the use of an affiliated sub‑adviser to run the models—arrangements the brochure discloses can create potential conflicts of interest—alongside advisory representatives who are also registered representatives and licensed insurance agents with affiliated entities. The firm has recently updated its model portfolios to potentially include digital assets and maintains custodial relationships with major custodians (Raymond James, Schwab and Fidelity), from which it also receives institutional support services.