William Sloneker
William Sloneker is a registered investment advisor at Cincinnati Asset Management INC, based in Cincinnati, OH, with 32 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 6,163 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cincinnati Asset Management (CAM) charges a percentage of the assets they manage. The fees are negotiable depending on the size of the account. The fee varies based on the investment strategy selected, such as high yield corporate bonds, enhanced high yield, investment grade corporate bonds, broad market corporate bonds, and short duration strategies. Fees are generally paid quarterly or semi-annually. CAM may impose minimum annual fees of up to $1,000 depending on the account type and may require a minimum account size.
Location
4350 Glendale-Milford Rd, Suite 160, Cincinnati, OH, 45242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cincinnati Asset Management INC
State Registrations2 states
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