Lisa Charkoudian-Barry
Lisa Charkoudian-Barry is a registered investment advisor at Gotham Asset Management, LLC, based in New York, NY, with 32 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 119 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gotham Asset Management's fees vary depending on the type of account:
- Private Funds: Management fees generally range from 1% to 2% annually. Performance fees or allocations range from 10% to 30%.
- Managed Accounts: Advisory fees generally range from 0.50% to 2% annually. Some accounts also pay performance fees of 10%.
- Mutual Funds: Advisory fees range from 0.50% to 1.50% annually.
- ETFs: Sub-advisory fees range from 0.50% to 1.20% annually.
Location
825 Third Avenue, Suite 1750, New York, NY, 10022-9525
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Lisa is the Head of Wealth Management at Gotham Asset Management, LLC. This is a full-time commitment and occurs entirely during security trading hours.
Employment History
Current Registrations
Gotham Asset Management, LLC
Foreside Funds Distributors LLC
Foreside Funds Distributors LLCBroker
Previous Registrations
Gotham Asset Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations53 states
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