Ian Mcconnell is a registered investment advisor at Fox Hill Wealth Management, based in Dedham, MA, with 1 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 410 clients with $290M 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 | 3.00% |
Annual advisory fee ranges from 1.0% to 3.0% depending on the strategy utilized (Preservation and Legacy strategies are 1.0%; Journey and Stability strategies are 3.0%). Fees are negotiable.
Fee Estimator
Location
84 Bridge Street, Dedham, MA, 02026
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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 Hill Wealth Management
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
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