Dee-Ann R. Fox operates as an independent financial planning practice in New York, New York, offering personalized financial advice and ongoing guidance to individuals, families, and trusts. Dee-Ann R. Fox focuses on comprehensive financial planning areas including cash flow management, insurance needs, tax savings strategies, retirement planning, and estate planning. In addition to planning, about half of the practice is devoted to investment planning and ongoing investment advice, helping clients build diversified portfolios using no-load mutual funds and exchange-traded funds. Services are delivered through project-based fixed fees, hourly consultations, or ongoing retainers. Dee-Ann R. Fox acts as a sole practitioner and does not maintain custody of client funds or charge performance-based fees.
Fee Structure
Dee-Ann R. Fox does not charge fees based on a percentage of the value of your portfolio. Instead, investment planning and ongoing investment advice are included as part of your overall financial planning engagement, which is billed on a fixed-fee project basis or through an ongoing retainer.