David Beach
David Beach is a registered investment advisor at Loomis, Sayles & Company, L.P., based in San Francisco, CA, with 30 years of industry experience. David 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
Suite 3300, 555 California Street, San Francisco, CA, 94104
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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 →Employment History
Current Registrations
Loomis, Sayles & Company, L.P.
Loomis Sayles Distributors, L.P.Broker
Previous Registrations
State Street Global Markets, LLCBroker
Bse Bond Connect, LLCBroker
State Street Capital Markets, LLCBroker
Intervest Financial Services, INC.Broker
Rodman & Renshaw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lazard Freres & CO.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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