Colleen Lentz is a registered investment advisor at Natixis Advisors, LLC, based in Boston, MA, with 8 years of industry experience. Colleen 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
888 Boylston Street, Suite 800, Boston, MA, 02199
Get directionsHistory
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, LLCBroker
Previous Registrations
Neuberger Berman Bd LLC
Neuberger Berman Bd LLCBroker
National Financial Services LLCBroker
State Registrations1 state
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
More Advisors
- David Reilly, CFANatixis Advisors, LLC
- Yi Gu, CFANatixis Advisors, LLC
- Liana Magner, CFANatixis Advisors, LLC
- John Janasiewicz, CFANatixis Advisors, LLC
- Christopher Sharpe, CFANatixis Advisors, LLC
- Paul Scleparis, CFAScs Capital Management LLC