Services
Choice of Service Options
1. Strategic financial review, $400
This service includes a 2 hour assessment of your overall financial strategy, history, weaknesses, frustrations and opportunities. We’ll deliver an advisory action plan outlining how you can regain control of your finances.
2. Consultative Financial Planning Services
Charged hourly, (no minimum earnings or investment requirements).
3. Investment management services
These services are provided based on a percentage of assets under our firm’s management when you invest a minimum of $1 million.
*In some circumstances, business can be conducted at your home or office within the City of San Francisco.
Our Firm Brings You Strength and Depth
Besides the experience and background of our firm, we utilize an extensive pool of professional consultants when needed and have access to virtually an unlimited number of investment options to support your goals.
Supporting our management efforts in your planning, Fitzgerald Financial Management, recommends Vanguard Investment Services* for investment brokerage needs. We find Vanguard’s philosophy matches our own, having a long-term investment perspective and providing a high quality range of offerings that meet our client’s needs.
*Vanguard has no association with Fitzgerald Financial Management, LLC nor do they endorse, under any circumstance, the services we provide. Vanguard Investment Services does provide free financial planning information and investment counseling on its website at www.vanguard.com and over the phone at 877-662-7447.