Fidelity Management & Research Company LLC
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Learn more about Fidelity Management & Research Company LLC
Overview
Fidelity Management & Research Company LLC is a financial advisory firm based in Boston, Massachusetts. The company oversees $2.7 trillion in total assets across 14,615 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management (AUM). It has a very large group of 1,618 employees, of which 451 are financial advisors. Fidelity Management & Research Company LLC does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are exchangable financial investments like options, bonds and stocks.
Fidelity Management & Research Company LLC administers all of the company's client assets on a discretionary basis. Discretionary management means that a portfolio manager makes buy and sell judgments for the client's account without requiring the customer's consent. Fidelity Management & Research Company LLC oversees about $183.1 million in assets for each client account. The average financial advisor at Fidelity Management & Research Company LLC manages about 32 client accounts, placing it towards the middle in terms of personalization.
The company's central office is located at 245 Summer Street, Boston, Massachusetts 2210. It is permitted to serve customers throughout a few states, including Connecticut, Massachusetts, New Hampshire and Rhode Island.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Fidelity Management & Research Company LLC by the Numbers

$2.7 trillion

1,618

14,615

$183.1 million
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Fee Structure
Fees for financial management typically depend on the type of financial services offered. However, fee types charged by the firm likely consist of the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are provided by the company.
Available
-
Offered by 74% of firms
Percentage of Assets
-
Offered by 17% of firms
Performance-based
-
Offered by 12% of firms
Other
Unavailable
Types of Clients
The company works with high net worth investors, investment companies and pooled investment vehicles. Out of its 14,615 clients, Fidelity Management & Research Company LLC's biggest client group is high net worth investors, although it also caters to 13,693 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts reside abroad.
- High-Net-Worth Individuals* - 95.72%
- Other Individuals - 0%
- Corporations - 4.28%
- 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 Management & Research Company LLC does not have any disclosures.
Please visit its Form ADV for more details.
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