Fitzwilliams Wealth Management Inc.'s Form ADV discloses 2.00% on accounts up to $2.5 million, 1.50% on accounts up to $5 million, 1.00% on accounts up to $10 million, and 0.80% on accounts above $10 million, with the rate applied to the entire account. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #312192), Fitzwilliams Wealth Management Inc. is subject to fiduciary duty under federal law.
Fitzwilliams Wealth Management Inc. is headquartered in CHESAPEAKE, VA.
Fitzwilliams Wealth Management Inc. serves 82 high-net-worth clients according to their SEC filing dated September 15, 2026. View client details ↓
According to their SEC Form ADV, Fitzwilliams Wealth Management Inc. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
Fitzwilliams Wealth Management Inc. manages $124 million in client assets according to their SEC filing dated September 15, 2026.
According to their SEC Form ADV, Fitzwilliams Wealth Management Inc. serves high-net-worth individuals. View client details ↓