TrueAdvisor
TrueAdvisor
BH
BH

Brenden Hagner

Natixis Advisors, LLC
15 Years of Experience
Charlestown, MA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Brenden Hagner is a registered investment advisor at Natixis Advisors, LLC, based in Charlestown, MA, with 15 years of industry experience. Brenden 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.

Natixis Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
56 advisors
Number of Clients
115,562 clients
Average Client Portfolio
$940K average
Assets Under Management
$108.7B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.40%
$5.0M - $10.0M0.30%
$10.0M - $20.0M0.25%
$20.0M - $50.0M0.22%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Charlestown, MA

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
November 2018
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Natixis Advisors, LLC
July 2023 - Present · 3 yrs 3 mos
Natixis Distribution, LLC
July 2023 - Present · 3 yrs 3 mos
Natixis Distribution, LLCBroker
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Truist Advisory Services, INC.
March 2022 - July 2023 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2016 - January 2022 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2016 - January 2022 · 5 yrs 1 mo
Msi Financial Services, INC.
April 2013 - November 2016 · 3 yrs 7 mos
Msi Financial Services, INC.Broker
August 2011 - November 2016 · 5 yrs 3 mos
First Investors CorporationBroker
December 2010 - July 2011 · 7 mos
State Registrations1 state
MA
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Charlestown, MA →All financial advisors in Massachusetts →
Brenden Hagner - Financial Advisor | TrueAdvisor