Daniel Fitzgerald
Daniel Fitzgerald is a CFP-designated registered investment advisor at Pinnacle Financial Group LLC, based in Western Springs, IL, with 13 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 394 clients with $670M 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 | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable and agreements with clients may vary. Some clients may receive lower rates based on the length of time they have been a client or at the advisor's discretion.
Fee Estimator
Location
823 Burlington Avenue, Western Springs, IL, 60558
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 →Other Business Activities
Daniel is the managing member of Albatross41, LLC, which owns 50% of Pinnacle Financial Group, LLC since 2021. This activity is not investment-related.
Employment History
Current Registrations
Pinnacle Financial Group LLC
Previous Registrations
Aequus Wealth Management Resources, LLC
Northern Trust Securities, INC
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.
Exams
More Advisors
- James Stork, CFA, CFPPinnacle Financial Group LLC
- Vincent Harambasic, CFPPinnacle Financial Group LLC
- Sean Moran, CFPPinnacle Financial Group LLC
- Matthew Gross, ChFCState Farm Investment Management CORP.
- Scott Wentsel, CFPWentsel Wealth Management, LLC
- Kirk Kreikemeier, CFA, CFPPebble Valley Wealth Management