Full Service Investment Firm Ratings

2011 U.S. Full Service Investor Satisfaction Study

Financial Advisor: This score is based on how investors rate their primary full-service investment firm on the ease of contacting investment advisor, timeliness of resolving question or request, courtesy, knowledge, concern for your needs, helpfulness of administrative support, and promptness in keeping you up-to-date with market trends/developments. Close Account Information: This score is based on how investors rate their primary full-service investment firm on the ease of accessing your account information, usefulness of account information, clarity of account information, and timeliness in receiving account information (e.g., paper statement, updating transaction online). Close Investment Performance: This score is based on how investors rate their primary full-service investment firm on their investment performance. Close