The William Blair Lobby in Chicago

Beginning June 30, 2020, investment advisers and broker-dealers are required to provide retail investors with a disclosure form known as Form CRS. Form CRS is intended to be a simple, easy-to-read client relationship summary and discloses:

  • The types of client relationships and services the firm offers
  • The fees, costs, conflicts of interest and standard of conduct associated with those relationships and services
  • Whether the firm and its financial professionals currently have reportable legal or disciplinary history
  • How to obtain additional information about the firm

View Form CRS

Additional Helpful Information

Understanding Your Client Relationship With William Blair Private Wealth Management (Relationship Guide)

William Blair & Company, L.L.C. Form ADV, Part 2A (Brochure)

William Blair & Company, L.L.C. Form ADV. Part 2A, Appendix 1 (Wrap Fee Program Brochure)

William Blair Commission Schedule

William Blair Consumer Privacy Policy

William Blair & Company, L.L.C. Proxy Voting Policy Statement and Procedures

William Blair & Company, L.L.C. Private Wealth Management Investment Advisor Code of Ethics