Lori Hubbard is a registered investment advisor at Mfs Institutional Advisors INC., based in Boston, MA, with 18 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10,260 clients with $110B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
MFSI provides investment management services to institutional clients and through managed account programs. Fees for investment management are based on a percentage of the assets managed. The specific percentage depends on the investment strategy used. Fees are negotiable and may vary based on factors such as the size of the account and the client's relationship with MFS. MFSI may also charge performance-based fees. Managed Account Programs have different fee structures, which may be bundled or unbundled.
Location
111 Huntington Avenue, Boston, MA, 02199-7618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mfs Institutional Advisors INC.
Mfs Fund Distributors, INC.
Mfs Fund Distributors, INC.Broker
Previous Registrations
Palmetto Advisory GroupBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Natixis Asset Management Advisors, L.P.
Natixis Distributors, L.P.Broker
Columbia Management Advisors, LLC
Columbia Management Distributors, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
State Registrations4 states
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