FIDELITY PERSONAL AND WORKPLACE ADVISORS

245 Summer Street, V2a
Boston, Massachusetts, 2210
Tel: 617-563-7000

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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:

  • Total no. of Employees: 11220
  • No. of Employees performing investment advisory functions: 11220

Firm Client Information:

No. of ClientsAUM
Firm Total1509611$726,706,488,861
Individuals (other than high net worth individuals)816477$229,464,900,368
High net worth individuals433469$401,489,381,887
Pension and profit sharing plans7461$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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