Constantine Barry Asset Management (CBAM) provides investment advice and manages portfolios for individuals, high net worth individuals, charitable organizations, corporations, and institutions. CBAM creates personalized investment strategies based on each client's goals, risk tolerance, and financial situation. CBAM manages accounts on a discretionary or non-discretionary basis and offers consulting services on specific financial topics.
Assets Under Management$110M
Clients55
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15.0M | 1.00% |
| $15.0M - $50.0M | 0.75% |
| $50M+ | 0.75% |
Fees negotiable for accounts over $50M. CBAM also charges performance-based fees. The account management fee is calculated at an annual rate not to exceed 2.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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