Patricia Welsh is a CFP-designated registered investment advisor at Fox Hill Wealth Management, based in Dedham, MA, with 21 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 372 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fox Hill Wealth Management charges an annual advisory fee based on the investment strategy used:
- Journey (growth holdings) — 3.0% per year
- Stability (utility holdings) — 3.0% per year
- Preservation (bond holdings) — 1.0% per year
- Legacy (stock, bond, and fund investments with options) — 1.0% per year
The fee is paid quarterly in advance, based on the value of your account on the last day of the billing period. Fees may be negotiable.
Contact
Patricia Welsh
Location
84 Bridge Street, Dedham, MA, 02026
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fox Hill Wealth Management
Previous Registrations
Beck Bode LLC
Private Advisor Group, LLC
Compass Capital Corporation
State Registrations1 state
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