Charles Brooks
Charles Brooks is a registered investment advisor at William Blair & Company L.L.C., based in Atlanta, GA, with 1 years of industry experience. Charles 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
Atlanta, GA
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Regulatory History (1)
Judgment / Lien
March 2023Employment History
Current Registrations
William Blair & Company L.L.C.
William Blair
William BlairBroker
State Registrations5 states
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