Sarah Fitzgerald is a CFP-designated registered investment advisor at Northfork Advisors, based in Bozeman, MT, with 4 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 158 clients with $92M 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 - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
201 S. Wallace Ave., Suite B3F, Bozeman, MT, 59715
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sarah works in operations at NorthFork Financial LLC, a registered investment advisor, and is also a Partner and Advisor. She spends nearly full-time hours performing her duties at NorthFork, overseeing operations and providing investment and financial planning advice.
Employment History
Current Registrations
Northfork Advisors
Previous Registrations
45north Partners
State Registrations1 state
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