Laurence Guberman
Laurence Guberman is a registered investment advisor at Constantine Barry Asset Management (cbam), based in New York, NY, with 12 years of industry experience. Laurence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 55 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15.0M | 1.00% |
| $15.0M - $50.0M | 0.75% |
| $50M+ | 0.75% |
Fees negotiable for accounts over $50M. CBAM also charges performance-based fees. The account management fee is calculated at an annual rate not to exceed 2.00%.
Fee Estimator
Location
590 Madison Avenue, Suite 1800, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Constantine Barry Asset Management (cbam)
State Registrations1 state
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