2009 U.S. Full Service Investor Satisfaction Study

Overall Satisfaction: This score is based on how investors rate their primary full-service investment firm overall. Close Account Offerings: This score is based on how investors rate their primary full-service investment firm on ease of setting up a new account, usefulness of information, variety of investment options, and effectiveness of communicating new products and services. Close Financial Advisor: This score is based on how investors rate their primary full-service investment firm on the ease of contacting their financial advisor, amount of time devoted to their account, knowledge, objectivity, and the effectiveness of overall recommended strategy. Close Fees: This score is based on how investors rate their primary full-service investment firm on fairness of commissions, reasonableness of money management fees, and reasonableness of account maintenance fees. Close