Katrina Stanton
Katrina Stanton is a registered investment advisor at William Blair & Company L.L.C., based in Stamford, CT, with 9 years of industry experience. Katrina 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
6 Landmark Square, Landmark Square Center, Stamford, CT, 06901-2792
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Regulatory History
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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Current Registrations
William Blair
William Blair & Company L.L.C.
William BlairBroker
Previous Registrations
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
State Registrations18 states
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