Fidelity Investors Management, LLC is a large advisory firm based in Boston. It manages $1.48 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.
Fidelity Investors Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fidelity Investors Management, LLC is $1.48 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Fidelity Investors Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Edward Crosby Johnson has been acting as President since 1 May 1998. Kenneth Alan Rathgeber joined the executive team most recently as the Chief Compliance Officer.
The principal office where Fidelity Investors Management, LLC performs its advisory services is located at 100 Summer Street, 7 Th Floor, Boston, MA 02109 The mailing address of the firm is 200 Liberty Street, New York, NY 10281. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-563-6294 or by fax 617-476-5015. The normal business hours are 9:00am - 5:00pm on Monday - Friday.