Advisor at Fitzgerald Asset Management, LLC
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Firm
Fitzgerald Asset Management, LLC
Location
Kenilworth, IL
Credentials
CFA®, Series 66
Industry experience
20 years
William Fitzgerald is a CFA® charterholder and holds a Series 66 license with 20 years of industry experience. He is the principal advisor at Fitzgerald Asset Management, LLC, an independent firm he founded and led since 2012, with prior experience at Ziegler Capital Management, LLC. Fitzgerald Asset Management, LLC is a fee-only, single-advisor registered investment adviser serving primarily high-net-worth individuals. The firm focuses on fixed-income strategies and portfolio management tailored to clients’ liquidity needs and risk tolerance, emphasizing personalized, relationship-driven service.
0.35% annually
Fee-only: Fee-only advisory firm, compensated solely by the Client; no commissions received
Kenilworth, IL
Illinois
Fitzgerald Asset Management, LLC
2023 - Present (3 years)
Ziegler Capital Management, LLC
2021 - 2023 (2 years)
Fitzgerald Asset Management, LLC
2012 - 2021 (9 years)
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