Robert Stowe is a registered investment advisor at Foxholm Financial, based in Atlanta, GA. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Foxholm Financial offers retainer-based consulting for ongoing guidance on portfolio strategy and wealth optimization. The fee is $300 per review, which includes 30 minutes of asynchronous preparation by the advisor and 30 minutes of live video consultation. Clients schedule reviews quarterly, semi-annually, or annually.
- Strategic Portfolio Review — $900, includes an Investment Policy Statement, portfolio cost and risk analysis, and contribution strategy. Limited to 30 securities across 6 accounts. Includes a 60-minute live strategy meeting.
- Focused Portfolio Review — $300, includes analysis of current portfolio for expense ratios, overlap, and risk exposure. Limited to 20 securities across 4 accounts. Deliverable is a written summary or 15-minute video call.
- Hourly Consulting — $300/hour for specific financial planning topics like equity compensation strategy, retirement readiness modeling, and college funding analysis.
Location
Atlanta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Foxholm Financial
State Registrations1 state
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