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David Fox

16 Years of Experience
Los Angeles, CA

David Fox is a registered investment advisor at Financial Growth Management INC., based in Los Angeles, CA, with 16 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 44 clients with $12M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
44 clients
Average Client Portfolio
$273K average
Assets Under Management
$12.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable at Financial Growth's sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Los Angeles, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

David works as a salesman for Lear Capital, selling gold and silver since 2003. This activity takes nearly full-time hours.

Employment History
Current Registrations
Financial Growth Management INC.
August 2025 - Present · 9 mos
Financial Growth Management, INC.
May 2009 - Present · 17 yrs
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.