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Benjamin William Lefevre

32 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
117 advisors
Number of Clients
4,053 clients
Average Client Portfolio
$20.9M average
Assets Under Management
$84.9B

Fee Structure

Eaton Vance's fees and minimum initial investments can vary based on client circumstances and negotiations. Fees are generally calculated as a percentage of assets under management and billed quarterly. Wrap program participants should consult their program's brochure for fee details. Clients are responsible for brokerage commissions, transaction fees, and other related costs. Additional reporting or consulting services may lead to higher fees.

Areas of Practice
Investment Management
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Advisor Information

Office location

One Post Office Square, Boston, MA, 02109

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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
Eaton Vance Management
October 2013 - Present · 12 yrs 3 mos
Eaton Vance Distributors, INC.Broker
July 2013 - Present · 12 yrs 6 mos
Previous Registrations
Dws Investments Distributors, INCBroker
August 2004 - August 2013 · 9 yrs
Mfs Fund Distributors, INC.Broker
April 1997 - August 2004 · 7 yrs 4 mos
First Union Brokerage Services, INC.Broker
October 1995 - April 1997 · 1 yr 6 mos
Mfs Fund Distributors, INC.Broker
January 1995 - September 1995 · 8 mos
Mfs Financial Services, INC.Broker
September 1994 - December 1994 · 3 mos
Jmc Financial CorporationBroker
October 1992 - July 1994 · 1 yr 9 mos
Keyport Financial Services CORP.Broker
August 1992 - October 1992 · 2 mos
State Registrations28 states
AKARAZCACOIAIDILKSLAMAMIMNMOMSMTNDNENMNVOKORSDTXUTWAWIWY
AdvisorBroker
Exams
No exam information available for this advisor.
Benjamin William Lefevre - Financial Advisor | AdvisorDiscover