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
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Advisor Information

Office location

111 Huntington Avenue, Boston, MA, 02199-7618

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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
Mfs Institutional Advisors INC.
March 2013 - Present · 12 yrs 10 mos
Mfs Fund Distributors, INC.Broker
January 2013 - Present · 13 yrs
Mfs Fund Distributors, INC.
January 2013 - Present · 13 yrs
Previous Registrations
Lord, Abbett & CO. LLC
May 2004 - January 2013 · 8 yrs 8 mos
Lord Abbett Distributor LLCBroker
December 2003 - January 2013 · 9 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
November 2000 - October 2003 · 2 yrs 11 mos
Merrill Lynch Pierce Fenner & Smith INC.
November 2000 - October 2003 · 2 yrs 11 mos
Dean Witter Reynolds INC.Broker
January 2000 - September 2000 · 8 mos
State Registrations7 states
ARKSLAMANEOKTX
AdvisorBroker
Exams
No exam information available for this advisor.
Andy Odinga Tyndall - Financial Advisor | AdvisorDiscover