CHECK IF YOU QUALIFY- Total no. of Employees: 235
- No. of Employees performing investment advisory functions: 154
About the Firm:
STRATEGIC ADVISERS LLC is a Boston, Massachusetts based Fee-only advisory firm with nearly $737,260,972,902 in assets under management and provides investment advisory services for 1483231 clients. There are currently 235 advisors at the firm.
Firm information:
SEC Current Status:
Approved
Firm CRD#:
104555
SEC#:
801-13243
Assets Managed by Firm:
$737,260,972,902
Advisory Services Provided:
Portfolio Management for Individuals, Portfolio Management for Investment, Portfolio Management for Pooled Investment, Portfolio Management for Business, Selection of Other Advisors
Firm Employees Information:
Firm Client Information:
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1483231 | $737,260,972,902 |
| Individuals (other than high net worth individuals) | 812689 | $106,033,537,837 |
| High net worth individuals | 410931 | $239,044,479,946 |
| Pension and profit sharing plans | 7461 | $94,692,004,418 |
| Charitable organizations | 10 | $32,716,232,516 |
| Corporations or other businesses | 367 | $361,147,903 |
Compensation and Fees:
Compensation Methods:
A percentage of AUM, Fixed fees, Other (Cost recovery for services provided to affiliates)
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|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS 245 Summer Street, V2a, Boston, MA 2210 | 288590 | 801-112027 | 1509611 | 11220 | $726,706,488,861 |
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| GW&K INVESTMENT MANAGEMENT, LLC 222 Berkeley Street, 15th Floor, Boston, MA 2116 | 121942 | 801-61559 | 49094 | 175 | $54,720,660,219 |
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| INTEGRATED WEALTH CONCEPTS LLC 200 5th Avenue, 4th Floor, Waltham, MA 2451 | 284656 | 801-108179 | 27886 | 376 | $7,826,047,500 |