AD
CFP

Andrew James Doten

7 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

500 W Madison Street, Suite 3260, Chicago, IL, 60661-4593

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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 & Company L.L.C.
August 2025 - Present · 5 mos
Previous Registrations
Fiducient Advisors LLC
February 2023 - September 2025 · 2 yrs 7 mos
Brownson, Rehmus & Foxworth, INC.
February 2018 - April 2022 · 4 yrs 2 mos
Lincoln Financial Advisors Corporation
June 2016 - November 2016 · 5 mos
Lincoln Financial Advisors CorporationBroker
March 2016 - November 2016 · 8 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.