Overview
Assets Under Management: $818.8 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 549,755
Average Client Assets: $830,511
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 ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 549,755
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.76
Average High-Net-Worth Client Assets: $830,511
Total Client Accounts: 1,991,043
Discretionary Accounts: 1,991,043
Regulatory Filings
CRD Number: 288590
Filing ID: 1959859
Last Filing Date: 2025-03-17 16:15:00
Website: https://fmr.com