William Gibbons is a registered investment advisor at Van Cleef Asset Management INC, based in Beachwood, OH, with 18 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 218 clients with $1.1B 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Alternative fee schedules may be appropriate for large portfolios or low-cost basis holdings.
Fee Estimator
Location
3201 Enterprise Pkwy, Suite 140, Beachwood, OH, 44122
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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 →Other Business Activities
William is an attorney-at-law since 1994, dedicating nearly full-time hours to his practice. He spends a few hours per week on this activity during securities trading hours.
Employment History
Current Registrations
Van Cleef Asset Management INC
State Registrations1 state
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