Fidelity Personal And Workplace Advisors, headquartered in Boston, MA, is a reputable national investment advisory firm operating from 3,094 offices across the country. With a dedicated team of 13,507 employees, all extensively trained in providing comprehensive investment advisory services, Fidelity Personal And Workplace Advisors has established itself as a leader in the industry.
On average, each investment advisor manages approximately $48,310,000 in assets under management, aligning with the industry average. Their compensation structure offers various options, including a percentage of assets under management and fixed fees...
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Assets Under Mgmt
$652.55B
Investment Professionals
13507
Locations
3093
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Educational seminars/workshops
Disclosures
Do any of the events below involve you or any of your supervised persons?
Convicted or pled guilty to misdemeanor involving investments (10 yrs)
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
Had investment related business activity restricted by federal regulatory agency
Currently the subject of any regulatory proceeedings previously talked about
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