Dee-Ann R. Fox is a fee-only financial planner who provides financial advice and plans to individuals and couples through individual consultations. Services include advice on cash flow management, insurance needs, investment plans, tax savings strategies, retirement planning, and estate planning. She develops investment plans specific to each client's circumstances and preferences and works with the client to implement the plan at a brokerage house of their choosing.
Fee Structure
About half of Dee-Ann Fox's time is devoted to investment planning and ongoing advice. She develops an investment plan specific to each client's circumstances and preferences. After delivering the plan, she works with the client to implement it at a brokerage house of the client's choosing. The vast majority of investment recommendations are mutual funds and ETFs. For large fixed income portfolios, she has used managed accounts recommended by the client's brokerage company. She advises clients on their holdings within variable annuities and variable insurance policies. There are no AUM-based fees.