Foxman Asset Advisors provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. Foxman Asset Advisors also offers financial planning covering investments, insurance, taxes, retirement, and college planning. Consulting services include retirement planning review, asset allocation, insurance analysis, and financial education. They primarily recommend mutual funds, but may use other securities.
Assets Under Management$23M
Clients126
Advisors3
Avg. per Client$180K
Avg. per Advisor$7.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.85% |
| $50K - $100K | 1.80% |
| $100K - $500K | 1.70% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.70% |
Fees are generally negotiable. Discounted fees or fee waivers may be offered to employees' family.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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