Our investment advisory services are provided on a fee only basis.
Fee Schedule
Annual Fee | |
1.0% | On the first $500,000 in market value |
0.8% | On the next $500,000 in market value |
0.6% | On the balance of market value |
Alternative fees schedules may be appropriate for large portfolios or low-cost basis holdings.
Van Cleef charges investment advisory fees based upon a percentage of assets under management.