William Gardner is a registered investment advisor at Gardner Lewis Asset Management LP, based in Chadds Ford, PA, with 31 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.85% |
| $50.0M - $150.0M | 0.65% |
| $150M+ | 0.50% |
Fees for alternative investment strategies are up to 2% of assets managed annually, plus up to 20% of profits. Gardner Lewis may charge accounts less than the stated minimums at a higher rate.
Fee Estimator
Location
285 Wilmington W Chester Pike, Chadds Ford, PA, 19317
Get directionsHistory
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 →Other Business Activities
William is involved in several outside business activities, including managing real estate holdings as a partner in Concord Properties LP and Smithbridge Partners LP, and managing intangible assets as President of River Ridge, Inc. He also serves as President/CEO/Director/Partner of Rex Medical, Inc., developing medical devices.
Employment History
Current Registrations
Gardner Lewis Asset Management LP
State Registrations1 state
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.