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Michael Skurka

Loomis, Sayles & Company, L.P.
23 Years of Experience
Oakbrook Terrace, IL
Broker
View SEC Summary
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Michael Skurka is a registered investment advisor at Loomis, Sayles & Company, L.P., based in Oakbrook Terrace, IL, with 23 years of industry experience. Michael 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.

Loomis, Sayles & Company, L.P.
Compensation
Fee-Only (% of Portfolio)
Firm Size
24 advisors
Number of Clients
24,675 clients
Average Client Portfolio
$15.7M average
Assets Under Management
$386.9B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Minimum Annual Fee:$14,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10.0M - $30.0M0.80%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Suite 1200, 18 West 140 Butterfield Road, Oakbrook Terrace, IL, 60181

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History

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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Other Business Activities

Michael is a member of Highway 41 Self Storage, LLC, which owns a self-storage facility, since January 2021. He also serves as a board member for Our Children's Homestead, an adoption and foster care agency, since February 2020, dedicating minimal time to this role.

Employment History
Current Registrations
Loomis, Sayles & Company, L.P.
December 2022 - Present · 3 yrs 10 mos
Loomis Sayles Distributors, L.P.
December 2022 - Present · 3 yrs 10 mos
Loomis Sayles Distributors, L.P.Broker
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
American Beacon Advisors, INC.
July 2019 - July 2022 · 3 yrs
Resolute Investment Distributors, INC.Broker
July 2019 - July 2022 · 3 yrs
Duff & Phelps Investment Management CO.
September 2016 - July 2019 · 2 yrs 10 mos
Virtus Investment Advisers, INC.
July 2014 - August 2016 · 2 yrs 1 mo
Vp Distributors LLCBroker
June 2014 - July 2019 · 5 yrs 1 mo
UBS Global Asset Management (US) INC.Broker
April 2009 - May 2014 · 5 yrs 1 mo
Hfr Investments, INC.Broker
January 2007 - July 2007 · 6 mos
Credit Suisse First Boston
January 2003 - January 2005 · 2 yrs
Credit Suisse First Boston LLCBroker
January 2003 - January 2005 · 2 yrs
Donaldson Lufkin & Jenrette Securities Corporation
April 2002 - January 2003 · 9 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
September 2001 - January 2003 · 1 yr 4 mos
Credit Suisse First Boston CorporationBroker
November 1997 - July 2000 · 2 yrs 8 mos
State Registrations1 state
IL
AdvisorBrokerBoth

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
No exam information available for this advisor.
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