2008 U.S. Full Service Investor Satisfaction Study

Overall Experience: This score is based on how investors rate their primary full-service investment firm overall. Close Investment Performance: This score is based on how investors rate their primary full-service investment firm on the competitiveness of their portfolio’s performance, given current market conditions. Close Financial Advisor/Broker: 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 Commissions and 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