CHECK IF YOU QUALIFY- Total no. of Employees: 11220
- No. of Employees performing investment advisory functions: 11220
Home > Financial Advisors >massachusetts > boston > FIDELITY PERSONAL AND WORKPLACE ADVISORS
FIDELITY PERSONAL AND WORKPLACE ADVISORS
245 Summer Street, V2a
Boston, Massachusetts, 2210
Tel: 617-563-7000
About the Firm:
FIDELITY PERSONAL AND WORKPLACE ADVISORS is a Boston, Massachusetts based Fee-only advisory firm with nearly $726,706,488,861 in assets under management and provides investment advisory services for 1509611 clients. There are currently 11220 advisors at the firm.
Firm information:
SEC Current Status:
Approved
Firm CRD#:
288590
SEC#:
801-112027
Assets Managed by Firm:
$726,706,488,861
Advisory Services Provided:
Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Selection of Other Advisors, Educational seminars/workshops
Firm Employees Information:
Firm Client Information:
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1509611 | $726,706,488,861 |
| Individuals (other than high net worth individuals) | 816477 | $229,464,900,368 |
| High net worth individuals | 433469 | $401,489,381,887 |
| Pension and profit sharing plans | 7461 | $94,692,004,418 |
| Charitable organizations | 9 | $19,585,589 |
| Corporations or other businesses | 367 | $1,005,517,207 |
Compensation and Fees:
Compensation Methods:
A percentage of AUM, Fixed fees
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|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC 245 Summer Street, V10b, Boston, MA 2210 | 104555 | 801-13243 | 1483231 | 235 | $737,260,972,902 |
| COMMONWEALTH FINANCIAL NETWORK 29 Sawyer Road, Waltham, MA 02453-3483 | 8032 | 801-41541 | 540172 | 4000 | $161,852,722,626 |
| MML INVESTORS SERVICES, LLC 1295 State Street, Springfield, MA 01111-0001 | 10409 | 801-44264 | 287089 | 7620 | $62,946,222,947 |
| GW&K INVESTMENT MANAGEMENT, LLC 222 Berkeley Street, 15th Floor, Boston, MA 2116 | 121942 | 801-61559 | 49094 | 175 | $54,720,660,219 |
| NATIXIS ADVISORS, LLC 888 Boylston Street, Suite 800, Boston, MA 2199 | 106800 | 801-48408 | 38333 | 411 | $46,512,243,345 |
| INTEGRATED WEALTH CONCEPTS LLC 200 5th Avenue, 4th Floor, Waltham, MA 2451 | 284656 | 801-108179 | 27886 | 376 | $7,826,047,500 |