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 is an independent, SEC-registered registered investment adviser that provides fee-based wealth management and financial planning to both individuals/families and institutional clients. The firm offers portfolio management for individuals, small businesses and institutions, financial planning services, and pension consulting. Its fees are a mix of percentage-of-AUM, hourly charges and fixed fees. The adviser is organized as a corporation with individual ownership and reports SEC registration in 2023. It does not identify as 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 8JETHRO KOLLIE
Financial AdvisorCRD 6600770
Ian McConnell
Manager of OperationsCRD 7911823
MICHAEL BROWN
Investment Advisor RepresentativeCRD 3033928
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$28.4M in ETFs
94%
$26.6M
2%
$1.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $4.1M | 9,613 | 14.54% |
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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