Richard
Fitzgerald
Beck, Mack & Oliver LLC
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About this Advisor
Richard Fitzgerald is a financial advisor working in New York, New York who has 2 years of relevant experience. Fitzgerald is an employee of Beck, Mack & Oliver LLC. The advisor has gained experience at Twin Capital Management and Beck, Mack & Oliver. Fitzgerald is registered to work in New York and Texas. Beck, Mack & Oliver LLC is a registered investment firm operating out of New York, NY. The investment advisory business has a total of 20 advisors. It handles $4 billion in total assets among its 1,342 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 34 charities and foundations. Of its 1,342 customer accounts, 43% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business offers a diverse set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules vary depending on which services the firm provides the client. However, fees charged by Beck, Mack & Oliver LLC most likely consist of asset-based and performance-based fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Beck, Mack & Oliver LLC Brokerage Details
$3,861,096,423
20
1,342
$2,877,121
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Richard Fitzgerald Work History
Richard has been registered as a financial advisor for 2 years.*
Beck, Mack & Oliver
Twin Capital Management
*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 Richard 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 Beck, Mack & Oliver LLC
New York, NY
Charlotte, NC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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