Loomis, Sayles & Company, L.P.

Fee-Only (% of Portfolio)

Loomis Sayles provides investment management services, including both discretionary and non-discretionary options, to institutional clients through separate accounts. They also manage various investment funds, including mutual funds and hedge funds. Loomis Sayles offers investment advice to wrap fee programs and model portfolios. Loomis Sayles is a subsidiary of Natixis Investment Managers.

Assets Under Management$350B
Clients22,232
Advisors26
Avg. per Client$16M
Avg. per Advisor$13B

Fee Structure

Investment management only (planning not offered)

Loomis Sayles primarily serves institutional clients and investment funds, not individual investors. They offer investment management through separate accounts, wrap fee programs, and model portfolios. Fees are negotiated and based on a percentage of assets under management, subject to minimum annual fees and account sizes. The specific fees vary depending on the investment style and agreement with the client.

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Location

26 Advisors at this firm

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