BB
CFA
BB
CFA

Brian Barish

27 Years of Experience

Brian Barish is a CFA-designated registered investment advisor at Cambiar Investors, LLC, based in Denver, CO, with 27 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6,626 clients with $3.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
6,626 clients
Average Client Portfolio
$491K average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Cambiar Investors manages investments for separate accounts, with annual fees generally ranging from 0.35% to 1.00% of the value of your portfolio. The specific fee is negotiable and depends on factors like the amount you invest, the investment strategy, and whether you were referred by a consultant. Cambiar also manages mutual funds and exchange-traded funds, each with its own specific fee, as well as collective investment trusts with fees between 0.40% and 0.75%.

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Location

200 Columbine Street, Suite 800, Denver, CO, 80206

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cambiar Investors, LLC
January 1999 - Present · 27 yrs 3 mos
State Registrations1 state
CO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.