Fox Hill Wealth Management offers investment management services, creating and managing portfolios based on clients' individual needs and goals. They also provide financial planning services, covering areas like business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning. Fox Hill Wealth Management may recommend third-party estate planners and work with them on clients' behalf.
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.
