Jeffrey Fox
Jeffrey Fox is a CFP-designated registered investment advisor at LPL Financial LLC, based in Chesterfield, MO, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
16020 Swingley Ridge Rd., Suite 220, Chesterfield, MO, 63017
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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 →Other Business ActivitiesSells Insurance
Jeffrey operates under Fox Financial Group as a DBA for his LPL business, dedicating nearly full-time hours to this endeavor. He also works as an independent insurance agent selling non-variable insurance and spends about 10-20% of his time on this activity, and spends minimal time as a notary.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Mutual Advisors, LLC
Visionary Wealth Advisors, LLC
State Registrations2 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.