Monica Kaminski
Monica Kaminski is a CFA-designated registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 8 years of industry experience. Monica 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 →Other Business Activities
Monica is a consultant for Rodan and Fields, a skincare company, since 2022. She dedicates minimal time to this activity, purchasing products at a discount.
Employment History
Current Registrations
William BlairBroker
William Blair
William Blair & Company L.L.C.
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Calamos Wealth Management LLC
Calamos Advisors LLC
Calamos Financial Services LLCBroker
State Registrations13 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.