Jonathan Fitzgerald
Jonathan Fitzgerald is a PFS-designated registered investment advisor at A&m Private Wealth Partners, LLC, based in West Palm Beach, FL, with 1 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 12 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A&M Private Wealth Partners' investment and wealth management fees are based on the amount of assets they manage, including assets bought on margin and cash. The maximum annual advisory fee is generally 1% of the assets under management. Fees can be tiered and based on aggregated client assets. Fees for third-party asset managers are separate and in addition to A&M Private Wealth Partners' fees.
Location
300 Banyan Blvd, 10th Floor, West Palm Beach, FL, 33401
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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.
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Jonathan manages all aspects of an Airbnb property, dedicating about a quarter of his time. This activity is not investment-related.
Employment History
Current Registrations
A&m Private Wealth Partners, LLC
State Registrations1 state
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