Brian Hobin is a registered investment advisor at Loomis, Sayles & Company, L.P., based in Boston, MA, with 24 years of industry experience. Brian 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 →Employment History
Current Registrations
Loomis, Sayles & Company, L.P.
Loomis Sayles Distributors, L.P.
Loomis Sayles Distributors, L.P.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Mmc Securities CORP.Broker
Putnam Retail Management Limited PartnershipBroker
Fidelity Brokerage Services LLCBroker
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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