John Welch
John Welch is a registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 46 years of industry experience. John 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
The William Blair Building, 150 North Riverside, Chicago, IL, 60606-1594
Get directionsHistory
Regulatory History (1)
Regulatory
July 2008Other Business Activities
John is a private investor and board member for InfoTouch Corp, a POS software developer, since 2003. He also owns Yorkshire Motorsports LLC, where he sells personal car parts collected over 50 years on eBay, dedicating a few hours per week.
Employment History
Current Registrations
William Blair & Company L.L.C.
William Blair
William BlairBroker
Previous Registrations
Rothschild Investment Corporation
Rothschild Investment CorporationBroker
L. F. Rothschild & CO. IncorporatedBroker
Bear, Stearns & CO. INC.Broker
Prudential-Bache Securities INC.Broker
K. J. Brown & CO., INC.Broker
State Registrations30 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.