KP

Katherine Elizabeth Phillips

12 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
26 advisors
Number of Clients
22,232 clients
Average Client Portfolio
$15.8M average
Assets Under Management
$350.9B

Fee Structure

Financial Planning:Investment management only

Loomis Sayles' advisory fees are based on a percentage of assets under management and are set forth in each client's advisory agreement. Fees are negotiable and may vary from the standard fee schedule. Minimum annual fees and/or minimum account sizes may apply. Fees are generally paid quarterly in arrears. Clients also incur brokerage and other transaction costs.

Areas of Practice
Investment Management
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Advisor Information

Office location

One Financial Center, Boston, MA, 02111-2621

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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
Loomis Sayles Distributors, L.P.
February 2018 - Present · 7 yrs 11 mos
Loomis Sayles Distributors, L.P.Broker
February 2018 - Present · 7 yrs 11 mos
Loomis, Sayles & Company, L.P.
February 2017 - Present · 8 yrs 11 mos
Previous Registrations
Wellesley Investment Advisors, INC.
August 2011 - April 2015 · 3 yrs 8 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
Katherine Elizabeth Phillips - Financial Advisor | AdvisorDiscover