Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
26 advisors
Number of Clients
22,232 clients
Average Client Portfolio
$15.8M average
Assets Under Management
$350.9B

Fee Structure

Financial Planning:Investment management only

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
Investment Management
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Advisor Information

Office location

Suite 3300, 555 California Street, San Francisco, CA, 94104

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Loomis, Sayles & Company, L.P.
January 2012 - Present · 14 yrs
Loomis Sayles Distributors, L.P.Broker
January 2012 - Present · 14 yrs
Previous Registrations
State Street Global Markets, LLCBroker
June 2001 - January 2012 · 10 yrs 7 mos
Bse Bond Connect, LLCBroker
December 1999 - May 2001 · 1 yr 5 mos
State Street Capital Markets, LLCBroker
April 1999 - September 1999 · 5 mos
Intervest Financial Services, INC.Broker
May 1997 - January 1998 · 8 mos
Rodman & Renshaw INC.Broker
October 1996 - December 1996 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
January 1995 - January 1996 · 1 yr
Lazard Freres & CO.Broker
November 1992 - September 1994 · 1 yr 10 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.