William
Lee
Kovitz Investment Group Partners, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
William Lee is a financial advisor working in Chicago, Illinois with 7 years of relevant experience. Lee is an employee of Kovitz Investment Group Partners, LLC. Throughout their career, Lee has worked at Kovitz Securities, LLC, Kovitz Investment Group, LLC, Kovitz Investment Group Partners, LLC and Foreside Financial Service, LLC. Lee maintains Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Illinois. Kovitz Investment Group Partners, LLC is a business based out of Chicago, IL. The firm has offices in seven locations and a total of 92 advisors. It controls $7 billion in total assets among its 6,927 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 42 charitable organizations. Of its 6,927 customer accounts, 58% are held by high-net-worth individuals who have greater than $1 million in investable assets. Kovitz Investment Group Partners, LLC 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. Fees for financial advisory services usually are based on the services. However, fees charged by Kovitz Investment Group Partners, LLC may include any blend 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 Lee Work History
William has been registered as a financial advisor for 7 years.*
Foreside Financial Service, LLC
Kovitz Investment Group Partners, LLC
Kovitz Securities, LLC
Kovitz Investment Group, LLC
*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 Lee 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
Chicago, IL
Chicago, IL
Aliso Viejo, CA
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.