L&L Partners Wealth Management, LLC logo

L&L Partners Wealth Management, LLC

Updated today

Client assets under management

$63,120,249

Clients

74

62% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

37

Low

Average account size

$852,976

About

L&L Partners Wealth Management, LLC provides discretionary portfolio management and investment planning for individuals (including high‑net‑worth clients), charitable organizations, and business entities. The firm constructs Investment Policy Statements and manages portfolios across equities, fixed income and exchange‑traded funds (including precious‑metals ETFs), tailoring recommendations to each client’s goals and risk tolerance.

The firm’s investment process blends charting, fundamental, technical and cyclical analysis and employs a range of trading strategies, including long‑ and short‑term trading, short sales, margin and options (covered, uncovered, and spread strategies). L&L typically implements model portfolios and manages accounts on a discretionary basis with regular monitoring and an expressed policy to allocate investment opportunities fairly and seek best execution.

Notably, L&L accepts other investment‑adviser clients and may direct clients to third‑party advisers for which it receives negotiated fee‑shares, a practice that can create potential conflicts of interest. The firm’s explicit use of derivatives and leveraged strategies within separately managed accounts, together with principals’ outside insurance and real‑estate brokerage activities, are distinctive features investors should consider when evaluating the firm’s risk profile and fiduciary relationships.

Client services

Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Passive / index investing

Fee options

Percentage

$0 - $100,000: 2.50% $100,000 - $500,000: 2.25% $500,000 - $1,500,000: 2.00% $1,500,000 - $2,500,000: 1.75% $2,500,000 - $5,000,000: 1.50%

Other

Account minimum: $100,000 (may be waived at firm's discretion)

Main office location

L&L Partners Wealth Management, LLC

74 Lafayette Avenue, Suite 101

Suffern NY 10901, United States

Number of offices

1

Most active in

New Jersey · New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Alberto L

Series 63, Series 65

Suffern, NY

L&L Partners Wealth Management, LLC

Alberto Libertini is a financial advisor with L&L Partners Wealth Management, LLC in New York, NY. He holds Series 63 and Series 65 credentials and has 11 years of industry experience. Libertini has been with L&L Partners Wealth Management since 2006. L&L Partners Wealth Management provides discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, and business entities, creating customized Investment Policy Statements for each client. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios that include equities, fixed income, ETFs, and derivative strategies, managing accounts primarily on a discretionary basis with quarterly reviews.

Options & derivatives strategies Passive / index investing
user avatar

Dagan L

Series 63, Series 65

Suffern, NY

L&L Partners Wealth Management, LLC

Dagan Lacorte is a financial advisor at L&L Partners Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments from 2012 to 2020. Outside of his advisory role, Lacorte serves as treasurer for Friends of JCC Krakow, a charitable organization, and acts as a trustee for the David Philip Marantz Trust. He is also a licensed lawyer and real estate broker. L&L Partners Wealth Management provides discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to develop customized investment strategies, including the use of derivatives and short-sale/margin strategies within managed accounts.

Options & derivatives strategies Passive / index investing
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