JI

James Michael Ignazio

31 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
48 advisors
Number of Clients
10,260 clients
Average Client Portfolio
$10.9M average
Assets Under Management
$111.8B

Fee Structure

Minimum Investment:$50M
Financial Planning:Investment management only

MFSI's investment advisory fees are usually based upon a percentage of assets under management. MFSI reserves the right to negotiate and charge different types or rates of advisory fees for different accounts. MFSI’s asset-based fees may range as shown in the table. MFSI may also charge performance-based fees. Managed Account Program fees range from 0.24% to 0.55% depending on the investment strategy and program type.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location

111 Huntington Avenue, Boston, MA, 02199-7618

Get directions
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.

Learn about disclosures →
Employment History
Current Registrations
Mfs Institutional Advisors INC.
March 2006 - Present · 19 yrs 10 mos
Mfs Fund Distributors, INC.
December 1994 - Present · 31 yrs 1 mo
Mfs Fund Distributors, INC.Broker
December 1994 - Present · 31 yrs 1 mo
Previous Registrations
Mfs Financial Services, INC.Broker
September 1994 - December 1994 · 3 mos
G. R. Phelps & Co., INC.Broker
December 1993 - May 1994 · 5 mos
State Registrations6 states
CTMAMENHRIVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.