William Blair is a global investment firm offering investment management services. William Blair's private wealth management division provides investment management services to clients for a fee. William Blair also manages accounts for bundled fee program clients. In certain cases, William Blair provides investment guidance to clients on a non-discretionary basis.
Assets Under Management$58B
Clients37,515
Advisors323
Avg. per Client$1.6M
Avg. per Advisor$180M
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
323 Advisors at this firm
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