| Assets Under Management | Annual Fee |
|---|---|
| Up to $50.0M | 0.85% |
| $50.0M - $150.0M | 0.65% |
| $150M+ | 0.50% |
Fees for alternative investment strategies can be up to 2% of assets managed, plus up to 20% of profits.
285 Wilmington W Chester Pike, Chadds Ford, PA, 19317
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Learn about disclosures →William is involved in several outside business activities, including managing real estate holdings as a partner in Concord Properties LP and Smithbridge Partners LP, and managing intangible assets as President of River Ridge, Inc. He also serves as President/CEO/Director/Partner of Rex Medical, Inc., developing medical devices.