Andrew Sims is a registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 13 years of industry experience. Andrew 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
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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
150 North Riverside Plaza, Chicago, IL, 60606
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Regulatory History (1)
Customer Dispute
September 2022Employment History
Current Registrations
William Blair & Company L.L.C.
William Blair
William BlairBroker
State Registrations35 states
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