Alexei Lee is a registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 11 years of industry experience. Alexei 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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.
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Current Registrations
William Blair
William Blair & Company L.L.C.
William BlairBroker
Previous Registrations
Wall Street Access Asset Management, LLC
Wall Street AccessBroker
State Registrations22 states
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