JG
JG

Joseph Giar

16 Years of Experience
Boston, MA
Broker

Joseph Giar is a registered investment advisor at Natixis Advisors, LLC, based in Boston, MA, with 16 years of industry experience. Joseph 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
85,258 clients
Average Client Portfolio
$1000K average
Assets Under Management
$85.2B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

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.

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Location

888 Boylston Street, Suite 800, Boston, MA, 02199

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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
Natixis Advisors, LLC
March 2014 - Present · 12 yrs 2 mos
Natixis Distribution, LLC
February 2014 - Present · 12 yrs 3 mos
Natixis Distribution, LLCBroker
February 2014 - Present · 12 yrs 3 mos
Previous Registrations
Columbia Management Investment Advisers, LLC
May 2010 - February 2014 · 3 yrs 9 mos
Columbia Management Investment Distributors, INC.Broker
May 2010 - February 2014 · 3 yrs 9 mos
Columbia Management Advisors, LLC
December 2009 - May 2010 · 5 mos
Columbia Management Distributors, INC.Broker
October 2009 - May 2010 · 7 mos
State Registrations2 states
MAMN
AdvisorBroker

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
No exam information available for this advisor.
Joseph Giar - Financial Advisor | TrueAdvisor