HF
CFP · ChFC
HF
CFP · ChFC

Henry William Fox

14 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
806 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$854.7M

Fee Structure

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Location

Blue Bell Executive Campus, 470 Norristown Road, Suite 305, Blue Bell, PA, 19422-2322

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Henry is the owner of Fox Consulting, a non-investment related consulting business, since 1995. He dedicates minimal time to this activity.

Employment History
Current Registrations
Blue Bell Private Wealth Management, LLC
April 2012 - Present · 13 yrs 10 mos
Previous Registrations
Questar Asset Management, INC.
July 2011 - August 2011 · 1 mo
Morgan Stanley Smith Barney LLC
June 2009 - November 2009 · 5 mos
Morgan Stanley & CO. Incorporated
October 2008 - June 2009 · 8 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.