David Amar is a CFA-designated registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 23 years of industry experience. David 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
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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David is an advisory board member for Goodwill Southern California, dedicating minimal time quarterly to fundraising. He also serves on the advisory council for Friends of Yemin Orde, a fundraising arm for youth in Israel, spending minimal time monthly.
Employment History
Current Registrations
William Blair & Company L.L.C.
William BlairBroker
William Blair
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
Perigee Capital, LP
State Registrations29 states
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