Advisor at Cincinnati Asset Management Inc
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Firm
Cincinnati Asset Management Inc
Location
Cincinnati, OH 45242
Credentials
Series 65
Industry experience
32 years
William Sloneker is a financial advisor at Cincinnati Asset Management Inc with 32 years of industry experience. He has been with Cincinnati Asset Management since 1989 and holds a Series 65 designation. Cincinnati Asset Management provides discretionary portfolio management focused primarily on fixed-income securities for a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, insurance companies, and mutual funds. The firm emphasizes fundamental corporate credit research and deliberate portfolio construction, managing approximately $2.42 billion across about 6,200 accounts.
Based on Cincinnati Asset Management Inc
$100,000 - $1,000,000: 0.45% (High Yield Corporate Bond Strategy) $1,000,000 - $5,000,000: 0.40% (High Yield Corporate Bond Strategy) $500,000 - $1,000,000: 0.60% (High Yield Enhanced Strategy) $1,000,000 - $5,000,000: 0.55% (High Yield Enhanced Strategy) $5,000,000 - $10,000,000: 0.50% (High Yield Enhanced Strategy) $100,000 - $1,000,000: 0.30% (Investment Grade Corporate Bond Strategy) $1,000,000 - $10,000,000: 0.275% (Investment Grade Corporate Bond Strategy) $10,000,000 - $25,000,000: 0.20% (Investment Grade Corporate Bond Strategy) $300,000 - $500,000: 0.45% (Broad Market Corporate Bond Strategy) $500,000 - $1,000,000: 0.45% (Broad Market Corporate Bond Strategy) $1,000,000 - $5,000,000: 0.40% (Broad Market Corporate Bond Strategy) $5,000,000 - $10,000,000: 0.35% (Broad Market Corporate Bond Strategy) $250,000 - $500,000: 0.30% (Short Duration Strategy) $500,000 - $1,000,000: 0.30% (Short Duration Strategy) $1,000,000 - $5,000,000: 0.27% (Short Duration Strategy) $5,000,000 - $10,000,000: 0.24% (Short Duration Strategy) $250,000 - $1,000,000: 0.40% (Short Duration High Yield Only Strategy) $1,000,000 - $5,000,000: 0.375% (Short Duration High Yield Only Strategy) $5,000,000 - $10,000,000: 0.35% (Short Duration High Yield Only Strategy) $100,000 - $1,000,000: 0.25% (Short Duration Investment Grade Strategy) $1,000,000 - $10,000,000: 0.20% (Short Duration Investment Grade Strategy) $200,000 - $1,000,000: 0.25% (Short Duration Investment Grade Industrial Only Strategy) $1,000,000 - $10,000,000: 0.20% (Short Duration Investment Grade Industrial Only Strategy)
Account minimum: $100,000 (varies by strategy, with minimums ranging from $100,000 to $500,000 depending on strategy; minimums may be waived) Minimum fee: Minimum annual fees of up to $1,000 depending on account type Fee-only: Firm is strictly fee-only; no commissions accepted.
4350 Glendale Milford Rd, Suite 160
Cincinnati, OH 45242
Ohio · Texas
Cincinnati Asset Management Inc
1989 - Present (37 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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