Karla
Fitzgerald
Cope Corrales
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About this Advisor
Karla Fitzgerald is a chartered financial consultant working out of Weston, Florida who has 1 year of industry experience. Fitzgerald works at Cope Corrales. Throughout their career, they have worked at Kmb, Ciesp, Aupaircare, Mr. Matthew Garvey, Brunswick Group, Cope Corrales and Xps Capital LLC. Fitzgerald is registered to operate in District Of Columbia and Texas. Cope Corrales is a firm based out of Washington, DC. The investment advisory business has offices in two locations and a total of six employees. It oversees $141 million in assets under management between its 610 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm serves four charities and foundations. Of its 610 accounts, just 10% are held by high-net-worth investors who have more than $1 million in assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, educational seminars and other services. Fees for financial advisory services usually are based on which services are offered. Fee types charged by Cope Corrales likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cope Corrales Brokerage Details
$140,851,141
6
610
$230,904
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Karla Fitzgerald Work History
Karla has been registered as a financial advisor for 1 years.*
Xps Capital LLC
Cope Corrales
Brunswick Group
Mr. Matthew Garvey
Aupaircare
Ciesp
Kmb
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Karla Fitzgerald to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cope Corrales
Washington, DC
Washington, DC
Washington, DC
Weston, FL
Washington, DC
Washington, DC
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