Veronica Fox is a registered investment advisor at Solidarity Wealth, LLC, based in Lehi, UT, with 7 years of industry experience. Veronica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 218 clients with $700M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
218 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$704.2M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Maximum annual rate. The exact fee depends on the complexity of services, the amount of assets managed, and the overall relationship with the firm.

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

3600 N Outlet Parkway, Suite 200, Lehi, UT, 84048

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Veronica is an independent distributor of health products since 2018, but devotes minimal time to it. She also maintains her cosmetology license and manages a rental property, dedicating minimal time to each.

Employment History
Current Registrations
Solidarity Wealth, LLC
January 2022 - Present · 4 yrs 3 mos
Previous Registrations
M. S. Howells & CO.Broker
January 2022 - January 2023 · 1 yr
Wells Fargo Clearing Services, LLC
June 2018 - October 2021 · 3 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
April 2018 - October 2021 · 3 yrs 6 mos
State Registrations1 state
UT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.