FIDELITY MANAGEMENT & RESEARCH COMPANY LLC – A Leading Financial Advisor
Fidelity Management & Research Company LLC (FMR) is a globally recognized financial advisor that has been serving clients for over 75 years. With a strong track record of success and a team of experienced professionals, FMR offers a wide range of financial services and expertise to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides tailored financial advice and guidance to help clients make the most of their investments
- Offers a personalized and holistic approach to financial planning
- Uses cutting-edge technology and research to inform investment strategies
- Offers a wide range of financial products and services to meet the diverse needs of clients
- Regularly communicates and educates clients on market trends and updates
Facts and Insights
As of December 2020, FMR manages over $3.3 trillion in assets for more than 35 million individual and institutional clients worldwide. This impressive achievement is a testament to the trust and confidence clients have in FMR’s expertise and services.
FMR employs over 38,000 associates and has a global presence in over 26 countries. It is also the parent company of Fidelity Investments, a leading provider of retirement savings plans, wealth management, and brokerage services.
With a strong focus on research and innovation, FMR continuously strives to stay ahead of market trends and provide valuable insights to its clients. This has resulted in numerous recognitions and awards, including being named the #1 Online Broker by Investor’s Business Daily in 2020.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 1946 | $3,300+ | Not Available |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education savings planning
- Insurance solutions
- Wealth management
- Brokerage services
Client Types
FMR caters to a diverse client base, including individual investors, institutions, and financial advisors. Its wide range of financial services and expertise make it suitable for clients at various stages of their financial journey.
Fees & Compensation
FMR’s fees and compensation structure may vary depending on the type of service and products chosen by the client. However, the company is committed to transparency and ensures that all fees and charges are clearly communicated to clients.
Background
Fidelity Management & Research Company LLC was founded in 1946 by Edward C. Johnson II as an investment management company. Over the years, it has evolved into a global financial services provider with a strong reputation for delivering exceptional value and results for its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, FMR is legally required to disclose any potential conflicts of interest to its clients. Clients should carefully review and understand these disclosures before entering into any financial relationship with the company.