RV
RV

Rebecca Vautour

3 Years of Experience
Boston, MA
Broker

Rebecca Vautour is a registered investment advisor at William Blair & Company L.L.C., based in Boston, MA, with 3 years of industry experience. Rebecca 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

125 High Street, Oliver Street Tower Suite 1901, Boston, MA, 02110

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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.
July 2023 - Present · 2 yrs 10 mos
William BlairBroker
March 2023 - Present · 3 yrs 2 mos
William Blair
March 2023 - Present · 3 yrs 2 mos
State Registrations5 states
ILINKSMATN
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.
Rebecca Vautour - Financial Advisor | TrueAdvisor