Cecilia Brunetti
Cecilia Brunetti is a registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 25 years of industry experience. Cecilia 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
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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 →Other Business Activities
Cecilia is a training facilitator for Bonfire Women Inc., a women's leadership training program, since April 2023. She dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
William BlairBroker
William Blair & Company L.L.C.
Previous Registrations
Wayne Hummer Investments L.L.C.Broker
Wayne Hummer Asset Management Company
Waterstone Financial Group, INC.
Waterstone Financial Group, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Near North National Financial Services, INC.Broker
Marsh & Mclennan Securities CorporationBroker
State Registrations1 state
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.