MN
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Mirjana Nikolic

20 Years of Experience
Chicago, IL
Broker

Mirjana Nikolic is a registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 20 years of industry experience. Mirjana 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

The William Blair Building, 150 North Riverside, Chicago, IL, 60606-1594

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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
June 2008 - Present · 17 yrs 11 mos
William Blair & Company L.L.C.
June 2008 - Present · 17 yrs 11 mos
William BlairBroker
June 2008 - Present · 17 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2007 - July 2008 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
May 2007 - July 2008 · 1 yr 2 mos
Citicorp Investment Services
May 2006 - May 2007 · 1 yr
Citicorp Investment ServicesBroker
October 2005 - May 2007 · 1 yr 7 mos
State Registrations32 states
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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.