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Andrew Sims

13 Years of Experience
Chicago, IL
1 DisclosureBroker

Andrew Sims is a registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 13 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 38,171 clients with $64B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
329 advisors
IM Fee
Planning only
Assets Under Management
$64.3B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

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

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History

Regulatory History (1)
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Customer Dispute
September 2022
Settled
Employment History
Current Registrations
William Blair & Company L.L.C.
December 2012 - Present · 13 yrs 10 mos
William Blair
June 2012 - Present · 14 yrs 4 mos
William BlairBroker
June 2012 - Present · 14 yrs 4 mos
State Registrations35 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.
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