Foxstone Financial manages investments using a four-quadrant system tailored to your risk tolerance and income needs. They also offer financial planning services covering cash flow, debt management, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Foxstone Financial may recommend third-party investment advisors through Charles Schwab and SEI.
Fee Structure
Foxstone Financial charges an annual management fee based on the value of your investments. The fee ranges from 0.50% to 2.50% and is negotiable based on the size of your account. If Foxstone Financial recommends investment strategists through Charles Schwab, the total maximum annual management fee will be 1.00% to 3.00%. If they recommend SEI Investments, the annual management fee for SEI ranges between 0.10% to 1.25%, and the total maximum annual management fee will be 2.50%.