Christopher Davis
Christopher Davis is a registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 9 years of industry experience. Christopher 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
150 North Riverside Plaza, Chicago, IL, 60606
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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.
Learn about disclosures →Other Business Activities
Christopher is a contractor for Cavertise, doing mobile advertising since 2021. He also works as a deer processor for Black's Deer Processing since 2022, preparing and butchering deer on Saturdays.
Employment History
Current Registrations
William Blair & Company L.L.C.
William BlairBroker
William Blair
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Ae Wealth Management, LLC
Madison Avenue Securities, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Mwa Financial Services INC.Broker
State Registrations29 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.