Fox Hill Wealth Management is a fee-only registered investment advisor based in Dedham, Massachusetts, founded in 2022. The firm offers continuous investment management, comprehensive financial planning, estate planning coordination, and retirement plan consulting for employer sponsors. When managing investments, Fox Hill Wealth Management builds portfolios using asset allocation models tailored to client goals, risk tolerances, and tax considerations, investing across stocks, bonds, mutual funds, exchange-traded funds, options, and cash equivalents. The financial planning services cover a wide range of topics, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning analysis, insurance reviews, retirement projections, risk management, and tax planning strategies. The firm operates on a fee-only basis, meaning compensation comes solely from clients rather than commissions or product sales, and utilizes independent custodians such as Charles Schwab and Altruist to hold client assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Annual advisory fee ranges from 1.0% to 3.0% depending on the strategy utilized (Preservation and Legacy strategies are 1.0%; Journey and Stability strategies are 3.0%). Fees are negotiable.
