Establishing a Growth Engine through Marketing and Business Development
National Financial Services
Description
20 0 se aport boule vard
boston, ma 02210
Please contact your Fidelity representative, call our main number at 888.678.1611, or visit our Web site
to access additional resources and to learn more about Fidelity’s RIA Benchmarking program and the
Practice Management and Consulting program.
For investment professional and institutional investor use only. Not for distribution to the public as sales material in any form.
The information contained herein is as of the date of its publication, is subject to change, and is general in nature. Such information is provided
for informational purposes only and should not be considered legal, tax, or compliance advice. Fidelity does not provide legal, tax, or compliance
advice.
Fidelity cannot guarantee that such information is accurate, complete, or timely. Federal and state laws and regulations are complex and are subject to change. Laws of a specific state or laws that may be applicable to a particular situation may affect the applicability, accuracy, or completeness of this information. This information is not individualized and is not intended to serve as the primary or sole basis for your decisions, as there may be other factors you should consider, and it may not be inclusive of everything that a firm should consider in this type of planning decision.
Some of the concepts may not be applicable to all firms. Always consult an attorney, tax professional, or compliance advisor regarding your specific legal or tax situation. The 2014 Fidelity RIA Benchmarking Study was conducted between May 6 and June 30, 2014, in collaboration with an independent third-party research firm unaffiliated with Fidelity Investments; 411 firms participated. The experiences of the RIAs who responded may not be representative of the experiences of other RIAs and are not an indication of future success. Registering for, completing, and accessing the survey required access to and use of a third-party Web site, operated by an independent third-party research firm unaffiliated with Fidelity Investments.
The third-party providers listed herein are neither affiliated with nor an agent of Fidelity, and are not authorized to make representations on behalf of Fidelity. Their input herein does not suggest a recommendation or endorsement by Fidelity. This information was provided by the third-party providers and is subject to change. There is no form of legal partnership, agency, affiliation, or similar relationship between an investment professional, the third-party service providers, and Fidelity Investments, nor is such a relationship created or implied by the information herein. Third-party marks are the property of their respective owners; all other marks are the property of FMR LLC. Fidelity Family Office Services is a division of Fidelity Brokerage Services LLC, Member NYSE, SIPC. Fidelity Clearing and Custody provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. The material in this report is copyrighted by Fidelity Investments.
No portion of these materials may be reproduced, distributed, or otherwise used in any form without the express written consent of Fidelity Investments. © 2015 FMR LLC. All rights reserved. 704110.5.01.9863706.100 0215 .
Fidelity cannot guarantee that such information is accurate, complete, or timely. Federal and state laws and regulations are complex and are subject to change. Laws of a specific state or laws that may be applicable to a particular situation may affect the applicability, accuracy, or completeness of this information. This information is not individualized and is not intended to serve as the primary or sole basis for your decisions, as there may be other factors you should consider, and it may not be inclusive of everything that a firm should consider in this type of planning decision.
Some of the concepts may not be applicable to all firms. Always consult an attorney, tax professional, or compliance advisor regarding your specific legal or tax situation. The 2014 Fidelity RIA Benchmarking Study was conducted between May 6 and June 30, 2014, in collaboration with an independent third-party research firm unaffiliated with Fidelity Investments; 411 firms participated. The experiences of the RIAs who responded may not be representative of the experiences of other RIAs and are not an indication of future success. Registering for, completing, and accessing the survey required access to and use of a third-party Web site, operated by an independent third-party research firm unaffiliated with Fidelity Investments.
The third-party providers listed herein are neither affiliated with nor an agent of Fidelity, and are not authorized to make representations on behalf of Fidelity. Their input herein does not suggest a recommendation or endorsement by Fidelity. This information was provided by the third-party providers and is subject to change. There is no form of legal partnership, agency, affiliation, or similar relationship between an investment professional, the third-party service providers, and Fidelity Investments, nor is such a relationship created or implied by the information herein. Third-party marks are the property of their respective owners; all other marks are the property of FMR LLC. Fidelity Family Office Services is a division of Fidelity Brokerage Services LLC, Member NYSE, SIPC. Fidelity Clearing and Custody provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. The material in this report is copyrighted by Fidelity Investments.
No portion of these materials may be reproduced, distributed, or otherwise used in any form without the express written consent of Fidelity Investments. © 2015 FMR LLC. All rights reserved. 704110.5.01.9863706.100 0215 .
