GH
CFA
GH
CFA

Gary Hampton

18 Years of Experience
Medfield, MA
Broker

Gary Hampton is a CFA-designated registered investment advisor at Mfs Institutional Advisors INC., based in Medfield, MA, with 18 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 13,555 clients with $110B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
51 advisors
Number of Clients
13,555 clients
Average Client Portfolio
$8.4M average
Assets Under Management
$113.6B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.08%

Fees vary by investment strategy, ranging from 0.08% for certain fixed income strategies up to 0.95% for specialized equity strategies. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Medfield, MA

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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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Employment History
Current Registrations
Mfs Institutional Advisors INC.
May 2022 - Present · 4 yrs 5 mos
Mfs Fund Distributors, INC.
June 2007 - Present · 19 yrs 4 mos
Mfs Fund Distributors, INC.Broker
June 2007 - Present · 19 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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