CB
CB

Christopher Brathwaite

27 Years of Experience
Chicago, IL
Broker

Christopher Brathwaite is a registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 27 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
323 advisors
Number of Clients
37,515 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$58.3B

Fee Structure

Minimum Investment:$50K

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.

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Location

The William Blair Building, 150 North Riverside, Chicago, IL, 60606-1594

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History

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
May 2010 - Present · 16 yrs
William Blair & Company L.L.C.
May 2010 - Present · 16 yrs
William BlairBroker
May 2010 - Present · 16 yrs
Previous Registrations
UBS Financial Services INC.
November 2006 - April 2010 · 3 yrs 5 mos
UBS Financial Services INC.Broker
October 2006 - April 2010 · 3 yrs 6 mos
Piper Jaffray & CO.Broker
January 2000 - August 2006 · 6 yrs 7 mos
First Union Brokerage Services, INC.Broker
September 1998 - June 1999 · 9 mos
Pruco Securities CorporationBroker
June 1997 - August 1998 · 1 yr 2 mos
State Registrations3 states
AKILSD
AdvisorBrokerBoth

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
No exam information available for this advisor.