Van Cleef Asset Management provides investment advice to 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 unique needs to determine appropriate asset allocation and portfolio construction.
Assets Under Management$1.1B
Clients218
Advisors5
Avg. per Client$5.1M
Avg. per Advisor$220M
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
—
Loading...