Julie
Schaeffer
William Blair
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About this Advisor
Julie Schaeffer is a financial advisor based in Chicago, Illinois, working with William Blair. Julie has previously held positions at William Blair & Company, Orangemosaic LLC, and Icon Information Consultants. Julie has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Julie is part of William Blair, which operates out of Chicago, Illinois. The firm has 9 offices and 440 employees. The firm manages assets totaling $50.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at William Blair includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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William Blair Brokerage Details
$49,981,350,919
440
49,755
$1,004,549
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Julie Schaeffer Work History
William Blair & Company
Orangemosaic LLC
Icon Information Consultants
Disclosures
Please visit the SEC profile of Julie Schaeffer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at William Blair & Company L.L.C
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
