William Kasten
William Kasten is a registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 42 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 37,515 clients with $58B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
William Blair charges up to 2.00% annually on your portfolio, subject to negotiation. The fee is calculated quarterly based on the market value of your account. Certain assets, such as those invested in William Blair Funds or Blair Private Funds, may be excluded from the fee calculation. The fees can be directly debited from your account or invoiced.
Location
150 North Riverside Plaza, Chicago, IL, 60606
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2013Regulatory
November 2009Other Business Activities
William is the principal of Netsak Storage, a boat storage business in West Bend, WI, since 2007. He dedicates minimal time to this activity and receives no compensation.
Employment History
Current Registrations
William Blair & Company L.L.C.
William Blair
William BlairBroker
Previous Registrations
Everen Securities, INC.Broker
Blunt Ellis & Loewi IncorporatedBroker
E. F. Hutton & Company INCBroker
State Registrations41 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.