Teresa Fitzgerald
Teresa Fitzgerald is a registered investment advisor at Capital Analysts, based in Fort Washington, PA, with 15 years of industry experience. Teresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
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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
Teresa is the founder and owner of TMF Legacy Enterprises, providing sales coaching and leadership development, and Affinity Planning Partners, offering financial services and insurance planning. She also co-founded I3Inspire, a podcast focused on interviewing entrepreneurs.
Employment History
Current Registrations
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
MML Investors Services, LLCBroker
Hornor, Townsend & Kent, LLCBroker
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations19 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.