Patricia Welsh is a CFP-designated registered investment advisor at Fox Hill Wealth Management, based in Dedham, MA, with 21 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 9 more. Their firm serves 410 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Annual advisory fee ranges from 1.0% to 3.0% depending on the strategy utilized (Preservation and Legacy strategies are 1.0%; Journey and Stability strategies are 3.0%). Fees are negotiable.
Fee Estimator
Contact
Patricia Welsh
Location
84 Bridge Street, Dedham, MA, 02026
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Fox Hill Wealth Management
Previous Registrations
Beck Bode LLC
Private Advisor Group, LLC
Compass Capital Corporation
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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