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Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
422 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$1.9B
Fee Structure
The firm charges an investment management fee that starts at 1% of a client’s assets under management for separately managed accounts. This fee is negotiable based on client-specific factors. They may also charge a fixed, hourly, or project-based fee for financial planning projects, which are also negotiable.
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
155 North Wacker Drive, Suite 1700, Chicago, IL, 60606
Get directionsRegulatory History
Clean regulatory record
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 the proprietor of a floral business called Gatherings since 1997. He spends about 10-20% of his time on this non-investment related activity.
Employment History
Current Registrations
Zuckerman Investment Group
December 2019 - Present · 6 yrs 1 mo
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.