Teresa Marie Fitzgerald
Advisor at Capital Analysts — Peachtree City, GA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66, Series 63
Experience Industry experience
16 years
Location
Peachtree City, GA 30269
Capital Analysts
Multi-team
Teresa Fitzgerald is a financial advisor with Capital Analysts, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. Her prior work includes roles at Lincoln Investment, Mass Mutual Investors Services, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. Outside of financial advising, she is the founder of TMF Legacy Enterprises, Inc., which provides sales coaching and leadership development, and co-founded the I3Inspire podcast focused on entrepreneurial resources. She also serves as a trustee for the Italian Sons and Daughters of Italy – Peachtree City Lodge. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network. Investment management is provided both discretionarily by an in-house team using a proprietary screening process and non-discretionarily through advisors and third-party managers.
Based on Capital Analysts
Based on Capital Analysts
Wrap Fee Programs charge a bundled flat fee covering advisory, transaction, and clearing costs (exact fees detailed in Wrap Fee Program Brochure). Certain flat fees paid to Lincoln Investment for training and support also exist but are not client fees.
$0 - $133,333: 0.15% or $200 minimum annual fee (the $200 minimum results in a higher effective percentage fee for smaller accounts) $133,334 - $500,000: 0.15% $500,001 - $1,000,000: 0.12% $1,000,001 - $2,000,000: 0.10% $2,000,001+: 0.08%
Minimum fee: Minimum annual administrative fee of $200 assessed monthly ($16.67/month) for Client Custom Portfolios and Advisor Managed Model Portfolios custodied at Pershing. Fee-only: Advisory fees based on assets under management, with negotiable fees up to a maximum of 1.25% annually charged by the Advisor.
Peachtree City, GA
259 Highway 74 N., Suite #2
Peachtree City GA 30269
Advisors at this office
2
Georgia
16 years of industry experience
Capital Analysts
2023 - Present • 3 years
Fort Washington, PA
Lincoln Investment
2023 - Present • 3 years
Fort Washington, PA
Lincoln Investment
2023 - Present • 3 years
Fort Washington, PA
Mass Mutual Investors Services
2020 - 2023 • 3 years
Atlanta, GA
Massmutual Life Insurance Company
2020 - 2023 • 3 years
Atlanta, GA
Mass Mutual Life Insurance Company
2020 - 2022 • 2 years
Atlanta, GA
Penn Mutual Life Insurance Company
2019 - 2020 • 1 year
Chicago, IL
Hornor Townsend & Kent Inc
2017 - 2020 • 3 years
Chicago, IL
Penn Mutual Life Insurance COmpany
2017 - 2020 • 3 years
Chicago, IL
Penn Mutual Life Insurance Company
2017 - 2019 • 2 years
Chicago, IL
Mass Mutual Life Insurance Company
2016 - 2017 • 1 year
Chicago, IL
MML Investors Services LLC
2014 - 2017 • 3 years
Chicago, IL
Massmutual Life Insurance Company
2013 - 2016 • 3 years
Chicago, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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