TrueAdvisor
TrueAdvisor
AL
AL

Alexei Felix Lee

William Blair & Company L.L.C.
11 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
William Blair & Company L.L.C.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
340 advisors
Number of Clients
37,515 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$58.3B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only

Location

The William Blair Building, 150 North Riverside, Chicago, IL, 60606-1594

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
William BlairBroker
January 2017 - Present · 9 yrs 1 mo
William Blair & Company L.L.C.
January 2017 - Present · 9 yrs 1 mo
William Blair
January 2017 - Present · 9 yrs 1 mo
Previous Registrations
Wall Street Access Asset Management, LLC
March 2015 - January 2017 · 1 yr 10 mos
Wall Street AccessBroker
November 2014 - January 2017 · 2 yrs 2 mos
State Registrations22 states
AZCACOCTFLGAILMAMDMEMINCNHNJNMNYOHORPATNTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.