AF

Alexander S Fernberger

14 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
339 advisors
Number of Clients
37,515 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$58.3B

Fee Structure

William Blair charges a single comprehensive fee for investment advisory services and trade execution costs, up to 2.00% annually, subject to negotiation. Fees are billed quarterly, in advance, based on the market value of portfolio assets. Clients also pay other costs and charges, such as taxes, custodial fees, and fund expenses. The overall cost of the wrap arrangement may be higher than paying standard fees and negotiating transaction costs separately. Fees are negotiable.

Areas of Practice
Investment Management
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Advisor Information

Office location

Flourtown, PA

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Regulatory 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.

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Employment History
Current Registrations
William Blair
May 2024 - Present · 1 yr 8 mos
William Blair & Company L.L.C.
May 2024 - Present · 1 yr 8 mos
William Blair Broker
May 2024 - Present · 1 yr 8 mos
Previous Registrations
Raymond James & Associates, INC.
February 2016 - May 2024 · 8 yrs 3 mos
Raymond James & Associates, INC. Broker
February 2016 - May 2024 · 8 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2011 - February 2016 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 2011 - February 2016 · 4 yrs 11 mos
State Registrations37 states
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Exams
No exam information available for this advisor.