AH
CFP
AH
CFP

Ashleigh Hamrick

13 Years of Experience
Chicago, IL
Broker

Ashleigh Hamrick is a CFP-designated registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 13 years of industry experience. Ashleigh 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

150 North Riverside Plaza, Chicago, IL, 60606

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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 & Company L.L.C.
March 2019 - Present · 7 yrs 2 mos
William BlairBroker
March 2019 - Present · 7 yrs 2 mos
William Blair
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Morgan StanleyBroker
September 2014 - March 2019 · 4 yrs 6 mos
Morgan Stanley
September 2014 - March 2019 · 4 yrs 6 mos
Edward Jones
August 2011 - September 2013 · 2 yrs 1 mo
Edward JonesBroker
July 2011 - September 2013 · 2 yrs 2 mos
State Registrations40 states
ALARAZCACOCTDCFLGAHIIDILINLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHORPARISDTNTXVAWAWIWY
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.