Assets Under Management
$6.5B
Number of Clients
52,688
Number of Advisors
41
Average Client AUM
$123K
AUM per Advisor
$157.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Fidelity Institutional Wealth Adviser LLC (FIWA) offers customized separately managed account portfolios to individuals, RIAs, and institutional accounts. FIWA delegates discretionary management to its affiliate, FMR. Accounts invest in equity or fixed income securities based on client-mandated investment guidelines. Clients can apply tax management considerations and investment restrictions.
245 Summer Street, Boston, MA, 02210