Suzanne Fitzgerald
Suzanne Fitzgerald is a registered investment advisor at Solutions 4 Wealth, based in Plano, TX, with 22 years of industry experience. Suzanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 209 clients with $190M 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 $4.0M | 1.00% |
| $4.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable and may include planning fees. Annual minimum fee is $1,500. Accounts within a household are aggregated.
Fee Estimator
Location
Plano, TX
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2019Other Business ActivitiesSells Insurance
Suzanne is a board member for the Parkland Hospital Foundation Planned Giving Council and Plymouth State University, dedicating minimal time to the former. She also owns an insurance brokerage and works as an insurance agent for Advanced Planning, LLC, selling insurance and annuities, which takes about a quarter of her time.
Employment History
Current Registrations
Solutions 4 Wealth
Previous Registrations
Solutions 4 Wealth
Exencial Wealth Advisors
Eagle Strategies LLC
The Ayco Company,l.p.
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.
Exams
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