MF
MF

Michael James Fitzgerald

18 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
805 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.5B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K1.13%
$1.0M - $2.5M0.88%
$2.5M - $5.0M0.75%
$5.0M - $10.0M0.63%
$10.0M - $25.0M0.50%
$25M+0.50%

Fees negotiable for accounts over $25,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1028 S. Bridgeway Place, Suite 200, Eagle, ID, 83616

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Rw Investment Management LLC
April 2020 - Present · 5 yrs 10 mos
Previous Registrations
Clearwealth Independent Fiduciaries, LLC
March 2012 - December 2020 · 8 yrs 9 mos
Clearwealth
September 2007 - January 2012 · 4 yrs 4 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.