James Dolan is a registered investment advisor at Natixis Advisors, LLC, based in Boston, MA, with 18 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 85,258 clients with $85B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Natixis Advisors provides investment advisory services to managed account clients through bundled and unbundled programs. Fees are negotiated between Natixis Advisors and the program sponsor. The client account minimum for an Unbundled Program account is generally $250,000, but can be waived. Fees are calculated as a percentage of assets under management or advised, or through fixed fees or a percentage of a program sponsor's fees. Fees are paid either quarterly or monthly, in advance or in arrears.
Location
888 Boylston Street, Suite 800, Boston, MA, 02199
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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.
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James is a member of JB Builders LLC, a general contracting company involved in real estate, since 2013. He spends minimal time on this activity.
Employment History
Current Registrations
Natixis Advisors, LLC
Natixis Distribution, LLCBroker
Previous Registrations
Dion Money Management LLC
Dion Money Management INC
State Registrations53 states
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