James Liberman is a registered investment advisor at Chicago Capital Management Advisors, LLC, based in Newton Centre, MA, with 52 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 560 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CCMA manages investment portfolios for clients, charging a percentage of the assets in the account. The specific percentage depends on the type of account (equity or fixed income) and the amount invested.
For equity and asset allocation accounts, the maximum fee ranges from 2.25% on accounts between $100,000 and $249,999, down to 1.00% on accounts over $5,000,000.
For fixed income accounts, the maximum fee ranges from 1.25% on accounts between $100,000 and $249,999, down to 0.50% on accounts over $5,000,000.
These fees do not include brokerage and transaction costs charged by the clearing firms.
Location
53 Langley Rd, Newton Centre, MA, 02459
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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 →Employment History
Current Registrations
Chicago Capital Management Advisors, LLC
American Trust Investment Services, INC.
American Trust Investment Services, INC.Broker
Previous Registrations
Revere Securities LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Advest, INC.Broker
RBC Dain Rauscher INC.Broker
Tucker Anthony IncorporatedBroker
Cibc Oppenheimer CORP.Broker
Gruntal & CO. IncorporatedBroker
L. F. Rothschild & CO. IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
Dean Witter & CO. IncorporatedBroker
State Registrations17 states
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.