James Hammack
James Hammack is a ChFC-designated registered investment advisor at William Blair & Company L.L.C., based in Lake Bluff, IL, with 8 years of industry experience. James 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
Lake Bluff, IL
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Regulatory History (1)
Criminal
June 2013Employment History
Current Registrations
William Blair
William BlairBroker
William Blair & Company L.L.C.
Previous Registrations
Interocean Capital
Interocean Capital, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
State Registrations4 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.