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Lawrence Silverstein

1 Year of Experience
Newton, MA

Lawrence Silverstein is a registered investment advisor at Bireme Capital, LLC, based in Newton, MA, with 1 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 65 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
65 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$168.4M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Bireme Capital charges a percentage of the value of your portfolio each year. The maximum annual fee is 1.75%, billed quarterly. This fee may be negotiable. Bireme also offers performance-based fees for qualified clients, which include a 1% asset management fee plus up to 20% of any increase from the previous high-water mark, charged annually.

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Location

Newton, MA

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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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Other Business Activities

Lawrence is a limited partner in various ventures that are not investment-related businesses.

Employment History
Current Registrations
Bireme Capital, LLC
September 2024 - Present · 1 yr 8 mos
State Registrations1 state
MA
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.