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John Garrett

Mfs Institutional Advisors INC.
21 Years of Experience
Scituate, MA
Broker
View SEC Summary
View SEC Summary

John Garrett is a registered investment advisor at Mfs Institutional Advisors INC., based in Scituate, MA, with 21 years of industry experience. John 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.

Mfs Institutional Advisors INC.
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

Scituate, 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.
July 2011 - Present · 15 yrs 3 mos
Mfs Fund Distributors, INC.Broker
July 2011 - Present · 15 yrs 3 mos
Mfs Fund Distributors, INC.
July 2011 - Present · 15 yrs 3 mos
Previous Registrations
Natixis Asset Management Advisors, L.P.
August 2008 - July 2011 · 2 yrs 11 mos
Natixis Distributors, L.P.Broker
June 2006 - July 2011 · 5 yrs 1 mo
Metlife Investors Distribution CompanyBroker
April 2006 - June 2006 · 2 mos
Tower Square Securities, INC.Broker
February 2006 - June 2006 · 4 mos
Walnut Street Securities, INC.Broker
June 2005 - June 2006 · 1 yr
New England SecuritiesBroker
June 2005 - June 2006 · 1 yr
Metropolitan Life Insurance CompanyBroker
June 2005 - June 2006 · 1 yr
Metlife Securities INC.Broker
June 2005 - June 2006 · 1 yr
Fidelity Investments Institutional Services Company, INC.Broker
February 2005 - June 2005 · 4 mos
Metropolitan Life Insurance CompanyBroker
March 2003 - August 2003 · 5 mos
Metlife Securities INC.Broker
March 2003 - August 2003 · 5 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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John Garrett - Financial Advisor | TrueAdvisor