AW
AW

Adule Wariebi

9 Years of Experience
New York, NY
Broker

Adule Wariebi is a registered investment advisor at Lazard Asset Management LLC, based in New York, NY, with 9 years of industry experience. Adule is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 5,110 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
5,110 clients
Average Client Portfolio
$23.6M average
Assets Under Management
$120.5B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M1.00%
$25.0M - $50.0M0.80%
$50.0M - $100.0M0.75%
$100M+0.65%

Fee schedules vary widely depending on the specific investment strategy selected (equity, fixed income, or alternatives). Representative private client equity and balanced schedule shown. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

30 Rockefeller Plaza, New York, NY, 10112

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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
Lazard Asset Management LLC
March 2021 - Present · 5 yrs 7 mos
Lazard Asset Management Securities LLCBroker
September 2017 - Present · 9 yrs 1 mo
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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