Data sourced from SEC Form ADV filed March 17, 2025
Overview
Headquarters
Boston, MA
Total Firm Assets
$818.8 billion
Average High-Net-Worth Client Portfolio Size
$0.8 million
Clients
High-Net-Worth Share of Firm Assets
55.76%
Number of High-Net-Worth Clients
549,755
Total Client Accounts
1,991,043
Discretionary Accounts
1,991,043
Services Offered
Services:
Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Frequently Asked Questions
Fidelity Personal and Workplace Advisors LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288590), Fidelity Personal and Workplace Advisors LLC is subject to fiduciary duty under federal law.
Fidelity Personal and Workplace Advisors LLC is headquartered in BOSTON, MA.
Fidelity Personal and Workplace Advisors LLC serves 549,755 high-net-worth clients according to their SEC filing dated March 17, 2025. View client details ↓
According to their SEC Form ADV, Fidelity Personal and Workplace Advisors LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
Fidelity Personal and Workplace Advisors LLC manages $818.8 billion in client assets according to their SEC filing dated March 17, 2025.
According to their SEC Form ADV, Fidelity Personal and Workplace Advisors LLC serves high-net-worth individuals and institutional clients. View client details ↓