Loomis, Sayles & Company Review


Trust Score 81%
Trust Score info_outline
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Loomis, Sayles & Company, federally registered in 1977, is a Registered Investment Advisor (RIA) in 52 state(s) with a licensed staff of 12 advisors. Loomis, Sayles & Company manages $250 billion and provides investment advisory services for 6 clients (1:1 advisor/client ratio).

Fees may vary, please contact an advisor.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 1 clients (industry average 1:50)
  • Firm has $1B or more in assets under management

Considerations


  • Firm serves fewer than 1,000 clients
  • Communications sent to the firm’s website are not secure and encrypted
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes Fees may vary, please contact an advisor.
Minimum Investment $5,000,000
Minimum Annual Fee $0
Average Account AUM $41,593,740,169
Hybrid Advisor Yes
Disciplinary History No
Total AUM $250 billion
Advisor / Client Ratio 1:1
Headquarters One Financial Center Boston, MA 02111-2621
SEC Filings Forms and Brochures


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