Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory and sub-advisory fees charged to the John Hancock Funds are based on a percentage of assets under management, ranging from 0.20% to 1.43%. The John Hancock Funds may benefit from a complex-wide fee waiver that is triggered by reaching certain asset levels. John Hancock Investment Management may receive a fee that is based on a fund’s assets as well as portion of the fund’s income. The John Hancock Funds typically pay John Hancock Investment Management to provide administrative and legal services to the John Hancock Funds based on the cost of providing such services (including an allocation of overhead).
Areas of Practice
Advisor Information
Office location
Milton, MA
Get directionsRegulatory History
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 →Other Business Activities
Andrew works for John Hancock Asset Management (JHAM) as an investment advisor representative, marketing and offering managed account strategies. This takes a few hours per week, all during securities trading hours.