William Baruch is a registered investment advisor at Blue Line Capital, based in Chicago, IL, with 6 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 140 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Location
141 W. Jackson Blvd, Suite 2620, Chicago, IL, 60604
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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
William is the President of Blue Line Futures, a commodities firm, dedicating nearly full-time hours to this role. He also serves as President and COO of Blue Creek Capital Management and President of Rock Creek Capital Management LLC, spending about 10-20% of his time on each of these activities.
Employment History
Current Registrations
Blue Line Capital
State Registrations9 states
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