Fidelity Personal And Workplace Advisors
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Overview
Fidelity Personal And Workplace Advisors operates as a financial advisory company based in Boston, Massachusetts. The company oversees $726.7 billion in assets over 1.5 million accounts, placing it among the biggest investment advisory firms in the United States by assets under management (AUM). It has a very large group, including 11,220 financial advisors. Fidelity Personal And Workplace Advisors does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as bonds, options and equities.
Fidelity Personal And Workplace Advisors oversees all of the firm's accounts in a discretionary manner. Discretionary management is a structure in which buy and sell decisions for the client's account are made by a portfolio manager without needing to seek the customer's permission. The firm's typical account size is $481,581. An average financial advisor at Fidelity Personal And Workplace Advisors manages about 135 client accounts.
The firm's headquarters is at 245 Summer Street, V2A, Boston, Massachusetts 2210. The company is registered to provide services to customers throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Fidelity Personal And Workplace Advisors by the Numbers

$726.7 billion

11,220

1,509,611

$481.4 thousand
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Products and Services
Fidelity Personal And Workplace Advisors provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. In the last fiscal year, it provided financial planning services to 434849 of its customers. Fidelity Personal And Workplace Advisors does not sell products or offer services aside from investment advisory services to its investment advisory clients. It is also affiliated with a number of other companies in the financial services industry, including with a broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency, pension consultant and commodity pool advisor.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 47% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 21% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 7% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management largely vary depending on which services are offered. Fees billed by Fidelity Personal And Workplace Advisors can include the following fee structures: asset-based or fixed. The firm does participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 70% of firms
Percentage of Assets
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Offered by 33% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company manages money for a number of different clients. It works with retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 1,509,611 customers, Fidelity Personal And Workplace Advisors's biggest client type is retail investors, but it also serves 433,469 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 34.46%
- Other Individuals - 64.91%
- Corporations - 0.62%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Fidelity Personal And Workplace Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Fidelity Personal And Workplace Advisors
Leawood, KS
Katy, TX
Palo Alto, CA
Boston, MA
Boston, MA
Boston, MA
King Of Prussia, PA
Boston, MA
Westlake, OH
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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