Business Description

Fitzgerald Financial Partners is committed to helping Real Estate Investors manage their wealth like they would manage their business and retire within 5 years at 100% income replacement.

Fitzgerald Financial Partners will help our clients develop a plan to guide them in achieving their retirement goals within a 5 year period. As a Registered Investment Advisor, I am my clients? first line of defense as well as their "trusted guide on the path to retirement." I help my clients decide on how much income they would like to have to live a happy and secure retirement, I execute the plan for them, and then I monitor the results to determine if any changes need to be made to make your money last longer than you do.

General Information

Gender:

Male

Years of Experience in Financial Services:

Education

Academic Background

BS, Accounting - Texas A&M University (2000)

MS, Accounting - Texas A&M University (2001)

Services

Investment Types:

Bond Mutual Funds, Stocks Mutual Funds, International Investments, Bonds, Other, Stocks, Annuities, Real Estate, Alternative Investments

Qualifications & Memberships

Certifications, Accreditations & Designations:

Certified Financial Planner, Insurance License (Life & Health; Long Term Care; Specify below), Certified Public Accountant, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Personal Financial Specialist

Firm Information

Number of Advisors in Office:

Up to 10 employees

Assets Managed by Firm:

Yes

Compensation & Fees

Fee % Based on Assets:

1.44

Hourly Rate:

350

Additional Details on Charges:

We will show you how to really plan for retirement!

Our fee schedule for clients with less than one million under management:

1st Year

First $25,000 2.40%
Next $25,000 2.16%
Next $50,000 2.56%
Next $400,000 1.75%
Next $500,000 1.55%

General advice is principally focused on retirement income replacement strategies.

Prepared By:

Michael Fitzgerald