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Eric Eimen

5 Years of Experience
Chicago, IL
Broker

Eric Eimen is a registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 5 years of industry experience. Eric 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

150 North Riverside Plaza, Chicago, IL, 60606

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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 & Company L.L.C.
November 2022 - Present · 3 yrs 6 mos
William BlairBroker
November 2022 - Present · 3 yrs 6 mos
William Blair
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Harris Investorline INC.Broker
December 2000 - March 2001 · 3 mos
Harris InvestorlineBroker
April 2000 - December 2000 · 8 mos
Harris Investors Direct, INC.Broker
November 1998 - April 2000 · 1 yr 5 mos
State Registrations13 states
CAFLILINKYMAMINVOHSCTNTXWI
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.
Eric Eimen - Financial Advisor | TrueAdvisor