Dee-Ann Fox is a CFP-designated registered investment advisor at Dee-Ann R. Fox, CFP, based in New York, NY, with 4 years of industry experience. Dee-Ann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 11 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
About half of Dee-Ann Fox's time is devoted to investment planning and ongoing advice. She develops an investment plan specific to each client's circumstances and preferences. After delivering the plan, she works with the client to implement it at a brokerage house of the client's choosing. The vast majority of investment recommendations are mutual funds and ETFs. For large fixed income portfolios, she has used managed accounts recommended by the client's brokerage company. She advises clients on their holdings within variable annuities and variable insurance policies. There are no AUM-based fees.
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Dee-Ann R. Fox, CFP
State Registrations1 state
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