William Fitzgerald
William Fitzgerald is a CFA-designated registered investment advisor at Fitzgerald Asset Management, LLC, based in Kenilworth, IL, with 20 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
Kenilworth, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Fitzgerald Asset Management, LLC
Previous Registrations
Zcm
Fitzgerald Asset Management, LLC
Nuveen Investments Advisers INC.
Nuveen Asset Management
State Registrations1 state
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