Kevin Brock
Kevin Brock is a registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 37 years of industry experience. Kevin 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
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Regulatory History (1)
Customer Dispute
July 2002Employment History
Current Registrations
William Blair & Company L.L.C.
William Blair
William BlairBroker
Previous Registrations
Donaldson Lufkin & Jenrette Securities Corporation
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Painewebber IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
State Registrations19 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.