Colleen Denzler
Colleen Denzler is a registered investment advisor at Loomis, Sayles & Company, L.P., based in Boston, MA, with 32 years of industry experience. Colleen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 24,675 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $30.0M | 0.80% |
| $30M+ | 0.60% |
Representative fee schedule shown (Small Cap Value strategy). Loomis, Sayles & Company maintains numerous distinct fee schedules for various fixed income, equity, and collective trust strategies with minimum account sizes typically starting at $5 million to $100 million.
Fee Estimator
Location
One Financial Center, Boston, MA, 02111-2621
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Regulatory 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
Colleen is a director at CU Boulder Enterprise Corporation Sub (CUBEC), a for-profit arm of CUBEC that leads Limited Partner of BUFF Fund. This activity requires minimal time.
Employment History
Current Registrations
Loomis, Sayles & Company, L.P.
Loomis Sayles Distributors, L.P.
Loomis Sayles Distributors, L.P.Broker
Previous Registrations
Smith Capital Investors, LLC
Alps Distributors, INC.Broker
Janus Distributors LLCBroker
American Century Investment Services INC.Broker
Calvert Distributors, INC.Broker
The Advisors Group, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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