William Buchband is a CFA-designated registered investment advisor at Cresset Asset Management, LLC, based in Chicago, IL, with 26 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 4,911 clients with $79B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.80% |
| $50M+ | 0.70% |
Firm offers both a Top-Tier fee schedule and a Waterfall fee schedule. The schedule above reflects the Top-Tier rates; the Waterfall schedule rates are 1.25% up to $5M, 0.90% from $5M-$10M, 0.80% from $10M-$25M, 0.70% from $25M-$50M, and 0.60% for $50M+. Fees are subject to a minimum annual fee of the lesser of $25,000 or 2.00% of managed assets. Fees are negotiable.
Fee Estimator
Location
444 W. Lake Street, Suite 4700, Chicago, IL, 60606
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Cresset Asset Management, LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
J. P. Morgan Securities INC.
J.P. Morgan Securities INC.Broker
Lasalle Financial Services, INC.Broker
Banc One Securities CorporationBroker
First Chicago Nbd Investment Services, INC.Broker
State Registrations2 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.
Exams
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