Heather Fox is a CFP-designated registered investment advisor at Nye Street Partners LLC, based in Saratoga Springs, NY, with 15 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 6 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Portfolio management fees are fully negotiable and determined on an individual basis.
Fee Estimator
Location
18 Division St, Unit 301, Saratoga Springs, NY, 12866
Get directionsHistory
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 Activities
Heather provides tax and accounting services to single family offices as an employee, in addition to her work at Nye Street Partners. This activity is not investment-related.
Employment History
Current Registrations
Nye Street Partners LLC
Previous Registrations
Shade Tree Advisors LLC
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
State Registrations1 state
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
More Advisors
- Andrei Belov, CFAShade Tree Advisors LLC
- Cory Laird, CFPMinichmacgregor Wealth Management, LLC
- James Lee, CFPConcurrent Investment Advisors, LLC
- David Cumming, CFPMorgan Stanley
- Sean Cooney, CFPCooney Financial Advisors INC
- James Durkee, CFPTailored Wealth Solutions