JH

James William Hakewill

16 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
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Advisor Information

Office location

Saratoga Spring, NY

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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.
June 2017 - Present · 8 yrs 7 mos
Mfs Fund Distributors, INC.
June 2017 - Present · 8 yrs 7 mos
Mfs Fund Distributors, INC.Broker
June 2017 - Present · 8 yrs 7 mos
Previous Registrations
Manning & Napier Advisors, LLC
August 2010 - June 2017 · 6 yrs 10 mos
Manning & Napier Advisory Advantage Company, LLC
August 2010 - December 2013 · 3 yrs 4 mos
Manning & Napier Investor Services, INC.Broker
August 2010 - June 2017 · 6 yrs 10 mos
Howe and Rusling, INC.
April 2010 - June 2010 · 2 mos
William Blair & Company L.L.C. Broker
August 2006 - September 2007 · 1 yr 1 mo
State Registrations5 states
DEMANJNYPA
AdvisorBroker
Exams
No exam information available for this advisor.