Forest Fox is a registered investment advisor at Fox & Holland Investing LLC, based in Rancho Cucamonga, CA, with 21 years of industry experience. Forest operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 214 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.72% |
| $3M+ | 0.60% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
9302 Pittsburgh Avenue, Suite 200, Rancho Cucamonga, CA, 91730
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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 & Holland Investing LLC
Previous Registrations
Fox Investing
H.D. Vest Advisory Services, INC
H.D. Vest Advisory Services, INC
State Registrations2 states
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