RB
RB

Robert Boeye

3 Years of Experience
Chicago, IL
1 DisclosureBroker

Robert Boeye is a registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 3 years of industry experience. Robert 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
323 advisors
Number of Clients
37,515 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$58.3B

Fee Structure

Minimum Investment:$50K

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.

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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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Criminal
September 2019
Final Disposition
Employment History
Current Registrations
William Blair & Company L.L.C.
November 2022 - Present · 3 yrs 6 mos
William Blair
August 2022 - Present · 3 yrs 9 mos
William BlairBroker
August 2022 - Present · 3 yrs 9 mos
State Registrations33 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.