CF

Christopher Edward Fitzgerald

30 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
30 advisors
Number of Clients
592,301 clients
Average Client Portfolio
$129K average
Assets Under Management
$76.6B

Fee Structure

Minimum Annual Fee:$100,000

Fees are typically negotiated with institutional clients and can include fixed fees, basis-point fees, and/or technology licensing fees. Institutional Asset Management fees generally range from 2 to 15 basis points of assets managed, with minimum annual fees of $100,000-$200,000. Strategy fees range from 0-40 basis points. Select list fees range from $50,000 to $400,000 annually. Asset Allocation Services range from $50,000 to $500,000 annually.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

22 West Washington Street, Chicago, IL, 60602

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Morningstar Investment Management LLC
June 2023 - Present · 2 yrs 7 mos
Previous Registrations
Morningstar Investment Services LLC Broker
September 2023 - June 2025 · 1 yr 9 mos
Morningstar Investment Services LLC
June 2023 - June 2025 · 2 yrs
Nuveen Asset Management, LLC
September 2011 - October 2021 · 10 yrs 1 mo
Nuveen Securities, LLCBroker
June 2010 - July 2021 · 11 yrs 1 mo
Nuveen Fund Advisors, INC.
June 2010 - September 2011 · 1 yr 3 mos
Invesco Distributors, INC.Broker
June 2010 - June 2010 · 0 mos
Van Kampen Funds INC.Broker
April 2007 - June 2010 · 3 yrs 2 mos
Nationwide Investment Services CorporationBroker
April 2003 - March 2007 · 3 yrs 11 mos
Strong Capital Management INC
September 1999 - January 2003 · 3 yrs 4 mos
Strong Investments, INC.Broker
March 1993 - January 2003 · 9 yrs 10 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Christopher Edward Fitzgerald - Financial Advisor | AdvisorDiscover