Fox Financial offers investment management and financial planning services to individuals, high net-worth individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. Investment management is provided on a discretionary basis, tailored to the client's goals and risk tolerance. Financial planning is offered as part of the overall investment advisory services and includes a review of a client’s current financial situation. Fox Financial does not charge a separate fee for financial planning services.
Assets Under Management$110M
Clients84
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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