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

150 North Riverside Plaza, Chicago, IL, 60606

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2022
Settled
Employment History
Current Registrations
William Blair & Company L.L.C.
December 2012 - Present · 13 yrs 1 mo
William Blair Broker
June 2012 - Present · 13 yrs 7 mos
William Blair
June 2012 - Present · 13 yrs 7 mos
State Registrations35 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Ryan Sims - Financial Advisor | AdvisorDiscover