Eric Fitzgerald
Eric Fitzgerald is a CFP-designated registered investment advisor at Alpha Omega Wealth Management, LLC, based in Staunton, VA, with 13 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 490 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable up to 1.50% and vary based on factors such as account size, complexity, and servicing needs.
Fee Estimator
Contact
Eric Fitzgerald
Location
2815 North Augusta, Suite A, Staunton, VA, 24401
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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 →Employment History
Current Registrations
Alpha Omega Wealth Management, LLC
Previous Registrations
Tennessee Valley Asset Management Partners, LLC
LPL Financial LLCBroker
Wealth Management Corporation
Brightstar Wealth Management INC.
State Registrations1 state
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
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