Loomis Sayles' advisory fees are based on a percentage of assets under management and are set forth in each client's advisory agreement. Fees are negotiable and may vary from the standard fee schedule. Minimum annual fees and/or minimum account sizes may apply. Fees are generally paid quarterly in arrears. Clients also incur brokerage and other transaction costs.
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Since 2002, Daniel has been the Executive Vice President and portfolio manager for Loomis Sayles Funds I and II. This activity consumes a significant amount of Daniel's time.