Mark Wheeler
Mark Wheeler is a CFA-designated registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 24 years of industry experience. Mark 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
The William Blair Building, 150 North Riverside, Chicago, IL, 60606-1594
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2008Customer Dispute
March 2008Customer Dispute
March 2008Employment History
Current Registrations
William Blair & Company L.L.C.
William Blair
William BlairBroker
Previous Registrations
J.p.morgan Securities INC.
J.P. Morgan Securities INC.Broker
J. P. Morgan Securities INC.
J.P. Morgan Securities INC.Broker
Jpmorgan Securities INC
Banc One Securities CorporationBroker
Banc One Securities CorporationBroker
State Registrations11 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.