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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.