Eric Fitzgerald is a registered investment advisor at Partners Capital, LLC, based in Franklin, TN, with 1 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 67 clients with $39M 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 - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
3401 Mallory Lane, Suite 100, Franklin, TN, 37067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric is a partner at Partners Capital Investments GP, Inc., a hedge fund for accredited investors. He dedicates a few hours per week to managing a pooled asset portfolio primarily consisting of fixed income and equity securities.
Employment History
Current Registrations
Partners Capital, LLC
State Registrations2 states
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