William Blair Investment Management offers investment advice to institutions, pooled funds, and high-net-worth individuals. William Blair manages portfolios using equity and fixed income strategies, tailoring them to client guidelines when possible. They also provide model portfolios to unified managed account program sponsors but do not have investment discretion over those accounts.
Assets Under Management$72B
Clients1,047
AdvisorsN/A
Avg. per Client$68M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.95% |
| $25.0M - $50.0M | 0.90% |
| $50.0M - $100.0M | 0.85% |
| $100M+ | 0.80% |
This is the fee schedule for U.S. Equity Small Cap Growth. Other strategies have different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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