Byron Fox
Byron Fox is a registered investment advisor at RBC Capital Markets, LLC, based in Tucson, AZ, with 29 years of industry experience. Byron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
3430 East Sunrise Drive Suite 250, Tucson, AZ, 85718-3237
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2003Customer Dispute
January 2002Other Business Activities
Byron is a consultant for Fox and Partee & Nigro Law Firm, a role he began in 1990 as a retired partner. He devotes minimal time to this activity, only when needed for trials or depositions.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Dain Rauscher IncorporatedBroker
State Registrations27 states
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.