David Fitzgerald
David Fitzgerald is a registered investment advisor at Clearview Financial Partners, based in Radnor, PA, with 37 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 669 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable for accounts over $5,000,000. Wrap fee accounts include an additional 0.10% fee.
Fee Estimator
Location
100 Matsonford Road, Building #5, Suite 110, Radnor, PA, 19087
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
David sells fixed and term insurance to clients, spending about 10-20% of his time on this activity. He also provides investment advisory services through Clearview Financial Partners, LLC, dedicating nearly full-time hours to this role, and operates Clearview Financial Partners as a DBA for his LPL business, spending more than full-time hours.
Employment History
Current Registrations
Clearview Financial Partners
Previous Registrations
LPL Financial LLCBroker
The Wharton Advisory Group, LLC
Wharton Capital Group, LLC
Princor Financial Services CorporationBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Capital Analysts, IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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