Barron Fitz-Gerald
Barron Fitz-Gerald is a registered investment advisor at Wellington Adams Investment Advisory, LLC, based in York, PA, with 9 years of industry experience. Barron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 328 clients with $68M 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.30% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. These fee breaks apply independently should the use of multiple third-party money managers who are on different platforms and handle their own billing directly be used for one client or household.
Fee Estimator
Location
7 Rathton Rd, York, PA, 17403
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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 →Other Business ActivitiesSells Insurance
Barron is a partner and insurance agent at Wellington Adams Financial Group, dedicating about half of his time to this role, with half of that time occurring during securities trading. He also owns 50% of a real estate holding company, 7 Rathton Road, LLC, dedicating minimal time to it.
Employment History
Current Registrations
Wellington Adams Investment Advisory, LLC
Previous Registrations
Gradient Advisors, LLC
State Registrations2 states
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