Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
One Financial Center, Boston, MA, 02111-2621
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
Colleen is a director at CU Boulder Enterprise Corporation Sub (CUBEC), a for-profit arm of CUBEC that leads Limited Partner of BUFF Fund. This activity requires minimal time.