Overview

Headquarters
Suffern, NY
Total Firm Assets
$82 million
Average High-Net-Worth Client Portfolio Size
$1.2 million
Stated Minimum Account Size
$100,000

Fee Disclosure

Source: L&L PARTNERS WEALTH MANAGEMENT, LLC ADV PART 2A (2026-10-28) · View brochure text

MinMaxDisclosed Annual Rate
$0 $100,000 2.50%
$100,001 $500,000 2.25%
$500,001 $1,500,000 2.00%
$1,500,001 $2,500,000 1.75%
$2,500,001 and above 1.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $21,500 2.15%
$5 million $86,500 1.73%
$10 million $161,500 1.62%
$50 million $761,500 1.52%
$100 million $1,511,500 1.51%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
66.25%
Number of High-Net-Worth Clients
46
Total Client Accounts
165
Discretionary Accounts
162
Non-Discretionary Accounts
3

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
140077
  • L&L PARTNERS WEALTH MANAGEMENT, LLC ADV PART 2A (2026-10-28) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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