FOX Hill Wealth Management
Firm details
- Headquarters
- Dedham, Massachusetts
- CRD number
- 321881
- Registered since
- May 4, 2023
- Website
- www.foxhillwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.04%
- Individuals29.3%
- Corporations / Businesses0.66%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
FOX Hill Wealth Management operates as an independent, SEC-registered registered investment adviser that began SEC registration in 2023 and is owned by an individual. The firm serves both individual and family clients as well as institutional relationships. Its compensation models include a percentage-of-assets fee, plus options for hourly and fixed-fee engagements. Core advisory services listed by the firm include financial planning and portfolio management for individuals, small businesses and institutional entities; pension consulting is also noted among its service offerings. The firm reports it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- US Government Bonds12%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents6%
- State & Local Bonds1%
Contacts
3 of 8
William Ryan
PrincipalCRD 5133848
Carolann Brown
Financial ConsultantCRD 1042653
Jethro Kollie
Financial AdvisorCRD 6600770
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$29.6M in ETFs
94%
$27.7M
2%
$1.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $3.5M | 9,415 | 11.71% |
Location
Dedham, MA
Norfolk
Location
Dedham, MA
Headquartered in Dedham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 84 Bridge St
- Time zone
- ET (UTC-5)
- Office locations
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