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Janet Oliver
23 Years of Experience
Lazy Lake, FL
1 DisclosureBroker
Janet Oliver is a registered investment advisor at Mfs Institutional Advisors INC., based in Lazy Lake, FL, with 23 years of industry experience. Janet 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 Value | Annual Fee |
|---|---|
| Any | 0.08% |
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
Lazy Lake, FL
Get directionsHistory
Regulatory History (1)
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Criminal
July 2017Final Disposition
Employment History
Current Registrations
Mfs Institutional Advisors INC.
September 2016 - Present · 10 yrs 1 mo
Mfs Fund Distributors, INC.
August 2016 - Present · 10 yrs 2 mos
Mfs Fund Distributors, INC.Broker
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
Blackrock Investments, LLCBroker
November 2006 - August 2016 · 9 yrs 9 mos
Blackrock Financial Management, INC
November 2006 - August 2016 · 9 yrs 9 mos
Banc of America Investment Services, INC.
August 2005 - September 2006 · 1 yr 1 mo
Banc of America Investment Services, INC.Broker
July 2005 - September 2006 · 1 yr 2 mos
Merrill Lynch Investment Managers LP
April 2003 - April 2005 · 2 yrs
Fam Distributors, INC.Broker
November 2002 - April 2005 · 2 yrs 5 mos
State Registrations4 states
FLMAPRVirgin Islands
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.