Robert Hopkins
Robert Hopkins is a registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 42 years of industry experience. Robert 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 (1)
Customer Dispute
March 1988Other Business Activities
Robert is a member of Wilson Faces LLC (personal real estate holding) and Sleepy Dog Farm LLC (farming), and general partner of South Shore Road LP (holds real property). He also serves on the board of multiple organizations and as trustee/co-trustee for several trusts, dedicating minimal time to each.
Employment History
Current Registrations
William Blair & Company L.L.C.
William Blair
William BlairBroker
Previous Registrations
Brown Advisory Securities, LLC
Brown Advisory Securities, LLC
Brown Advisory Securities, LLCBroker
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
Alex. Brown & Sons IncorporatedBroker
State Registrations28 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.