Full Service Investment Firm Ratings

2011 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 Product Offerings: This score is based on how investors rate their primary full-service investment firm on the usefulness of general information sent(e.g., Web site resources, newsletter, brochures), the variety of investment products and investment services, and the effectiveness in communicating new investment products and services. Close Fees: This score is based on how investors rate their primary full-service investment firm on their commissions and fees. Close Website: This score is based on how investors rate their primary full-service investment firm on the appearance of the Website, the ease of navigating Website, the clarity of information provided, and the timeliness of resolving reason for visit. Close