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 ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.80%
$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
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Location

3201 Enterprise Pkwy, Suite 140, Beachwood, OH, 44122

5 Advisors at this firm