Richard
Fitzgerald
Beck, Mack & Oliver LLC
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About this Advisor
Richard Fitzgerald is a financial advisor based in New York, New York, working with Beck, Mack & Oliver LLC. Richard has previously held positions at Twin Capital Management and Beck, Mack & Oliver. Richard is registered to provide services in New York and Texas. Currently, Richard is part of Beck, Mack & Oliver LLC, which operates out of New York, New York. The firm has 1 office and 21 employees. The firm manages assets totaling $4.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Beck, Mack & Oliver LLC includes asset-based and performance-based fees.
Services Offered
Fee Structure
Office Location
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Beck, Mack & Oliver LLC Brokerage Details
$4,760,323,449
21
1,347
$3,534,019
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
Beck, Mack & Oliver
Twin Capital Management
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
Charlotte, NC
New York, NY
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 6/19/2024. 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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