Fitzgerald Asset Management (FAM) offers investment management services, primarily fixed income strategies, to individuals and high net worth individuals. FAM constructs portfolios based on a market index, considering the client's liquidity needs and risk tolerance. Clients can place reasonable restrictions on investments. FAM does not take custody of client funds; assets are managed within accounts at a custodian.
Assets Under Management$16M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$16M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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