Mark Fitzgerald
Mark Fitzgerald is a registered investment advisor at Cranbrook Wealth Management, LLC, based in Bloomfield Hills, MI, with 16 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 242 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cranbrook Wealth Management charges an annual fee based on a percentage of the market value of your investments. This fee is negotiable and generally ranges from 0.10% to 0.95%, depending on the size of the account and services provided. The fee is charged quarterly, in advance. Financial planning is included at no additional cost for investment management clients.
Location
36330 Woodward Avenue, Suite 200, Bloomfield Hills, MI, 48304
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 →Employment History
Current Registrations
Cranbrook Wealth Management, LLC
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.