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 (1)
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Criminal
July 2017
Final Disposition
Employment History
Current Registrations
Mfs Institutional Advisors INC.
September 2016 - Present · 9 yrs 4 mos
Mfs Fund Distributors, INC.
August 2016 - Present · 9 yrs 5 mos
Mfs Fund Distributors, INC.Broker
August 2016 - Present · 9 yrs 5 mos
Previous Registrations
Blackrock Investments, LLCBroker
November 2006 - August 2016 · 9 yrs 9 mos
Blackrock Financial Management, INC
November 2006 - August 2016 · 9 yrs 9 mos
Banc of America Investment Services, INC.
August 2005 - September 2006 · 1 yr 1 mo
Banc of America Investment Services, INC.Broker
July 2005 - September 2006 · 1 yr 2 mos
Merrill Lynch Investment Managers LP
April 2003 - April 2005 · 2 yrs
Fam Distributors, INC.Broker
November 2002 - April 2005 · 2 yrs 5 mos
State Registrations4 states
FLMAPRVirgin Islands
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Janet Ann Oliver - Financial Advisor | AdvisorDiscover