Foxglove Financial

Fee-Only (% of Portfolio)Fixed/Hourly

Foxglove Financial, LLC provides ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. They create an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. Foxglove Financial generally limits its investment advice to mutual funds, fixed income securities, equities and ETFs. They may request authority to make trades without asking first, but can also provide non-discretionary portfolio management.

Assets Under Management$130M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$130M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

1 Advisors at this firm