Loomis, Sayles & Company Fees & Minimum

Overview

Headquarters: Boston, MA
Total Firm Assets: $386.9 billion
Average High-Net-Worth Client Portfolio Size: $0.6 million
Stated Minimum Account Size: $5,000,000

Fee Disclosure

Source: LOOMIS, SAYLES & COMPANY, L.P. PART 2A (2026-07-01) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$20,000,000	0.57%
$20,000,001	$50,000,000	0.50%
$50,000,001	$100,000,000	0.45%
$100,000,001	and above	0.40%

Stated Minimum Annual Fee: $115,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	Below minimum client size
$5 million	$115,000	2.30%
$10 million	$115,000	1.15%
$50 million	$265,000	0.53%
$100 million	$490,000	0.49%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Massachusetts for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 3.31%
Number of High-Net-Worth Clients: 22,662
Total Client Accounts: 24,675
Discretionary Accounts: 24,615
Non-Discretionary Accounts: 60

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 105377

LOOMIS, SAYLES & COMPANY, L.P. PART 2A (2026-07-01) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Loomis, Sayles & Company, LP