John Le is a registered investment advisor at Cambiar Investors, LLC, based in Denver, CO, with 21 years of industry experience. John 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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%.
Location
200 Columbine Street, Uite 800, Denver, CO, 80206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a Senior Vice President of Marketing at Cambiar Investors, LLC, an investment firm, since 2007. His responsibilities include developing and maintaining marketing materials for client use, taking nearly full-time.
Employment History
Current Registrations
Cambiar Investors, LLC
Foreside Fund Services, LLCBroker
Previous Registrations
Old Mutual Investment PartnersBroker
State Registrations51 states
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