James Nolan is a CFP-designated registered investment advisor at Natixis Advisors, LLC, based in Needham, MA, with 18 years of industry experience. James 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 115,562 clients with $110B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10.0M - $20.0M | 0.25% |
| $20.0M - $50.0M | 0.22% |
| $50M+ | 0.21% |
Fee schedule reflects the highest standard unbundled rates across strategies (such as U.S. Equity Core Plus). Many strategies have lower rates starting around 0.10% to 0.35%.
Fee Estimator
Location
Needham, MA
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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 →Employment History
Current Registrations
Natixis Advisors, LLC
Natixis Distribution, LLC
Natixis Distribution, LLCBroker
Previous Registrations
UBS Financial Services INC.Broker
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.
Exams
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