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Alaina Giampapa

24 Years of Experience
Boston, MA
Broker

Alaina Giampapa is a registered investment advisor at Natixis Advisors, LLC, based in Boston, MA, with 24 years of industry experience. Alaina 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 115,562 clients with $110B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
56 advisors
Number of Clients
115,562 clients
Average Client Portfolio
$940K average
Assets Under Management
$108.7B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.40%
$5.0M - $10.0M0.30%
$10.0M - $20.0M0.25%
$20.0M - $50.0M0.22%
$50M+0.21%

Fee schedule reflects the highest standard unbundled rates across strategies (such as U.S. Equity Core Plus). Many strategies have lower rates starting around 0.10% to 0.35%.

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

888 Boylston Street, Suite 800, Boston, MA, 02199

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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

Alaina has a passive involvement in Kinvest LLC, a real estate business, and dedicates no time to it. This activity is not investment-related.

Employment History
Current Registrations
Natixis Advisors, LLC
November 2004 - Present · 21 yrs 11 mos
Natixis Distribution, LLCBroker
November 2004 - Present · 21 yrs 11 mos
Previous Registrations
Guardian Investor Services LLCBroker
August 2003 - November 2004 · 1 yr 3 mos
RBC Dain Rauscher INC.
September 2002 - August 2003 · 11 mos
RBC Dain Rauscher INC.Broker
April 2002 - August 2003 · 1 yr 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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Alaina Giampapa - Financial Advisor | TrueAdvisor