Question 1

What services does Jonathan Lee Fitzgerald offer?

Accepted Answer

Jonathan Lee Fitzgerald specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALM BEACH GARDENS, Florida for a consultation.

Question 2

What are Jonathan Lee Fitzgerald's credentials?

Accepted Answer

Jonathan Lee Fitzgerald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Question 3

Where is Jonathan Lee Fitzgerald located?

Accepted Answer

Jonathan Lee Fitzgerald is based in PALM BEACH GARDENS, Florida, working with A&M PRIVATE WEALTH PARTNERS, LLC. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.

Question 4

How does Jonathan Lee Fitzgerald charge for services?

Accepted Answer

Jonathan Lee Fitzgerald's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

Question 5

How large is A&M PRIVATE WEALTH PARTNERS, LLC?

Accepted Answer

A&M PRIVATE WEALTH PARTNERS, LLC has approximately 20 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Jonathan Lee Fitzgerald

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