Loomis, Sayles & Company, L.P.

Assets Under Management

$350.9B

Number of Clients

22,232

Number of Advisors

26

Average Client AUM

$15.8M

AUM per Advisor

$13.5B

Compensation

Fee-Only (AUM)

About This Firm

Loomis Sayles offers investment advisory and subadvisory services to institutional clients through separate accounts and various investment funds. They also provide services related to wrap fee programs and model delivery programs. The firm is a subsidiary of Natixis Investment Managers, LLC.

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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Location

One Financial Center, Boston, MA, 02111-2621

26 Advisors at this firm

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