KV
KV

Kan Vang

23 Years of Experience
Chicago, IL

Kan Vang is a registered investment advisor at Loomis, Sayles & Company, L.P., based in Chicago, IL, with 23 years of industry experience. Kan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24,675 clients with $390B in assets under management.

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
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Location

227 West Monroe Street, 60th Floor, Chicago, IL, 60606

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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
Loomis, Sayles & Company, L.P.
December 2002 - Present · 23 yrs 10 mos
State Registrations1 state
TX
Advisor

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Exams
No exam information available for this advisor.
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