Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50.0M | 0.85% |
| $50.0M - $150.0M | 0.65% |
| $150M+ | 0.50% |
Gardner Lewis may, in its sole discretion, charge a lesser management fee or waive the account minimum based upon certain criteria.
Fee Estimator
Gardner Lewis charges fees for investment management services. For alternative investment strategies, the fee is up to 2% of assets managed, plus up to 20% of profits annually. Traditional investment strategies have fees based on the asset tiers shown in the table. Gardner Lewis may accept accounts below the stated minimums and may charge those accounts at a higher rate. The minimum account sizes are $25 million for Alternative Investments and $10 million for Traditional Investments.
Areas of Practice
Advisor Information
Office location
285 Wilmington W Chester Pike, Chadds Ford, PA, 19317
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
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.