How does the advisor help clients – Key Takeaways:
Located in the heart of New York City, FITZGERALD ASSET MANAGEMENT, LLC is a leading financial advisory firm that specializes in comprehensive wealth management services for high-net-worth individuals and families. The firm takes a personalized approach to managing their clients’ assets, focusing on their unique financial goals and priorities.
With over 20 years of experience in the financial industry, the team at FITZGERALD ASSET MANAGEMENT, LLC has built a strong reputation for providing top-notch financial advice and portfolio management services. They are dedicated to helping clients achieve their financial objectives and secure their financial future.
Facts and Insights
The following table provides an overview of the firm’s assets under management, number of advisors, and time in business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 20 years |
Financial Services Offered
FITZGERALD ASSET MANAGEMENT, LLC offers a wide range of financial services to their clients, including but not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Charitable giving
Client Types
The firm primarily serves high-net-worth individuals and families, including entrepreneurs, professionals, executives, and retirees. They also work with businesses and institutions to provide customized financial services and strategies.
Fees & Compensation
The firm’s fees are based on a percentage of assets under management and are determined on a sliding scale, taking into account the complexity of the client’s financial situation and the services provided. FITZGERALD ASSET MANAGEMENT, LLC has a fiduciary duty to act in the best interest of their clients at all times.
Background
FITZGERALD ASSET MANAGEMENT, LLC was founded by John Fitzgerald in 2000. He has over 30 years of experience in the financial industry and holds several professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The team at FITZGERALD ASSET MANAGEMENT, LLC is also highly qualified and experienced, with expertise in portfolio management, financial planning, and wealth management.
Financial Advisor Disclosures to Know
As a registered investment advisor, FITZGERALD ASSET MANAGEMENT, LLC has a duty to disclose any potential conflicts of interest to their clients. They are dedicated to maintaining transparent and ethical practices and have no disciplinary actions or regulatory sanctions on their record.