William Enoch is a registered investment advisor at Zuckerman Investment Group, based in Chicago, IL, with 6 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 422 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The investment management fee is negotiable depending on client-specific factors.
Fee Estimator
Location
155 North Wacker Drive, Suite 1700, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is the proprietor of a floral business called Gatherings since 1997. He spends about 10-20% of his time on this non-investment related activity.
Employment History
Current Registrations
Zuckerman Investment Group
State Registrations1 state
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