Mary Fitzgerald
Mary Fitzgerald is a registered investment advisor at Financial Edge, based in Lewisville, TX, with 36 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 62 clients with $51M 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 $500K | 1.50% |
| $500K - $1.0M | 0.95% |
| $1.0M - $4.0M | 0.85% |
| $4M+ | 0.75% |
Fee Estimator
Location
860 Hebron Parkway Suite 602, Lewisville, TX, 75057
Get directionsHistory
Regulatory History (4)
Regulatory
August 2005Regulatory
October 2004Customer Dispute
September 2003Customer Dispute
April 2002Other Business ActivitiesSells Insurance
Mary is the president of MBA Financial Edge Inc, providing accounting and tax services, dedicating about 10-20% of her time. She is also an insurance agent and president of FitzFolly, Inc, but spends minimal time on these activities.
Employment History
Current Registrations
Financial Edge
Previous Registrations
H.D. Vest Investment ServicesBroker
Investment Advisors & Consultants, INC.Broker
State Registrations1 state
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.