SF

Sean Joseph Fitzgerald

3 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
86 clients
Average Client Portfolio
$1.1B average
Assets Under Management
$94.2B

Fee Structure

PTMA Investment Advisors provides investment advisory services, and the fees vary based on the specific advisor (Public Trust or PMA) and the type of service. Public Trust's LGIP fees can be charged up to an annual rate of 0.30%, typically between 0.10% and 0.20%. SMA fees can be charged up to an annual rate of 0.175%. PMA's LGIP fees are up to 0.10% for Stable NAV, up to 0.15% for Floating NAV, and up to 0.25% for Term Series, with an additional 0.10% for collateral management. Fees are negotiable and depend on the extent of services required.

Areas of Practice
Investment Management
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Advisor Information

Office location

717 17th Street, Suite 1850, Denver, CO, 80202

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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
Ptma Investment Advisors
September 2022 - Present · 3 yrs 4 mos
State Registrations3 states
COFLTX
Advisor
Exams
No exam information available for this advisor.