William
Grant
Kovitz Investment Group Partners, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
William Grant is a certified financial planner working out of Chicago, Illinois with 2 years of relevant experience. Grant works at Kovitz Investment Group Partners, LLC. Their career trajectory has included roles at Bcu Wealth Advisors, LLC, Baxter Credit Union, Miami University (Ohio), Middle School / High School, Cuso Financial Services, L.P and Kovitz Investment Group Partners, LLC. Grant holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Illinois. Kovitz Investment Group Partners, LLC is a business based in Chicago, IL. It has offices in seven locations and a total of 92 people on staff. It controls $7 billion in assets under management between its 6,927 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 42 charitable organizations. Of its 6,927 customer accounts, 58% belong to high-net-worth individuals who have more than $1 million in investable assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Financial management fees vary depending on the type of services provided. However, fees charged by Kovitz Investment Group Partners, LLC likely are comprised of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Kovitz Investment Group Partners, LLC Brokerage Details
$7,293,644,752
92
6,927
$1,052,930
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
William Grant Work History
William has been registered as a financial advisor for 2 years.*
Kovitz Investment Group Partners, LLC
Bcu Wealth Advisors, LLC
Bcu Wealth Advisors, LLC
Baxter Credit Union
Cuso Financial Services, L.P
Miami University (Ohio)
Middle School / High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Grant 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 Kovitz Investment Group Partners, LLC
Aliso Viejo, CA
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
