Fox & Holland Investing offers investment advice to help clients reach their financial goals. They create portfolios using stocks, bonds, and exchange-traded funds, tailored to each client's individual needs and risk tolerance. They review and rebalance portfolios as needed. They also provide advice on retirement rollovers, acting in the client's best interest.
Assets Under Management$60M
Clients214
Advisors2
Avg. per Client$280K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.72% |
| $3M+ | 0.60% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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