Fidelity Personal Trust Company, Fsb is a large advisory firm based in Boston. It manages $1.73 billion of regulatory assets for 2,388 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Fidelity Personal Trust Company, Fsb provides pension consulting services. 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 Personal Trust Company, Fsb is $1.73 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 896% 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 Personal Trust Company, Fsb 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.
Rodney Raymond Rohda has been acting as President since 1 Apr 2000. Susan Marie Boudrot joined the executive team most recently as the Chief Compliance Officer.
The principal office where Fidelity Personal Trust Company, Fsb performs its advisory services is located at 100 Summer Street 3 Rd Floor, Boston, MA 02110 The mailing address of the firm is 200 Liberty Street, New York, NY 10281. An additional office of the firm is in El Segundo, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-544-3455 or by fax 617-385-0831. The normal business hours are 9:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.fidelity.com.