Van Cleef Asset Management INC
Assets Under Management
$1.1B
Number of Clients
218
Number of Advisors
5
Avg. Portfolio per Client
$5.1M
Avg. Managed per Advisor
$221.1M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Van Cleef Asset Management provides investment advice and manages portfolios for individuals, families, religious organizations, and charities. Van Cleef aims to provide unbiased advice, invest as they would for themselves, and communicate consistently. They assess each client's liquidity needs, risk tolerance, and portfolio objectives to recommend and implement portfolio construction and security selection.
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment Management
Loading...
Location
3201 Enterprise Pkwy, Suite 140, Beachwood, OH, 44122