Joshua Walshe is a CFA-designated registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 23 years of industry experience. Joshua 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
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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 →Employment History
Current Registrations
William Blair
William Blair & Company L.L.C.
William BlairBroker
Previous Registrations
First Command Advisory Services
Huber Financial
First Command Financial Planning, INC.Broker
First Command Financial Planning, INC.
Stanford Group Company
Stanford Group CompanyBroker
Bny Investment Center INC.
Bny Investment Center INC.Broker
Lockwood Financial Services, INC
Pershing LLC
Pershing LLCBroker
Lockwood Financial Services, INC.Broker
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.