Get a free one-on-one equity compensation analysis
At Fidelity, we understand that equity compensation is a key part of your overall financial portfolio. With our knowledge of your company's stock plan and our new equity compensation planning tool, we can meet with you one-on-one to provide detailed analysis1 of your awards and help you plan for your short- and long-term needs—helping you bring together all your investments and benefits programs.
Our equity compensation analysis can:
- Evaluate stock options using the Black-Scholes pricing model2
- Review leverage and share sensitivity through risk/reward analysis
- Examine the tax implications of exercising options vs. the market risks of delaying exercise3
- Consider portfolio concentration, its risks, and how to best address it
- Provide one-on-one guidance to help you make the best decision for each situation
Call today for a one-on-one equity compensation analysis
800-544-9354
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