JB
JB

Jeremiah Boyd

19 Years of Experience
Boston, MA
Broker

Jeremiah Boyd is a registered investment advisor at Loomis, Sayles & Company, L.P., based in Boston, MA, with 19 years of industry experience. Jeremiah is also registered as a broker, so some compensation may come from commissions on products sold. 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

One Financial Center, Boston, MA, 02111-2621

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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.
March 2008 - Present · 18 yrs 7 mos
Loomis Sayles Distributors, L.P.
August 2007 - Present · 19 yrs 2 mos
Loomis Sayles Distributors, L.P.Broker
August 2007 - Present · 19 yrs 2 mos
Previous Registrations
Linsco/private Ledger CORP.Broker
March 2007 - April 2007 · 1 mo
State Registrations1 state
MA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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