John Loy is a registered investment advisor at Eaton Vance Management, based in Boston, MA, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,053 clients with $85B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eaton Vance Management's fees for investment management vary and can be negotiated. The fees are generally calculated as a percentage of the value of your portfolio and are billed quarterly. The specific fee schedule depends on the investment objectives, strategies, and any restrictions on your account. If your account invests in funds, you will also bear a proportionate share of the fund's advisory fees and other expenses. For specific fee information related to wrap fee programs, please refer to the program's disclosure documents.
Location
One Post Office Square, Boston, MA, 02109
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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 →Other Business Activities
John is an owner/investor in Loy Properties, LLC, a rental property business, dedicating minimal time. He is also a board member for Lake Washington High School Gridiron Booster Club, spending a few hours per week fundraising.
Employment History
Current Registrations
Eaton Vance Management
Eaton Vance Distributors, INC.
Eaton Vance Distributors, INC.Broker
Previous Registrations
Planco Financial Services, LLCBroker
State Registrations4 states
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.