Andrew
Fox
Fox Financial Services, Inc
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About this Advisor
Andrew Fox is a certified financial planner who works in White Plains, New York who has 2 years of industry experience. Fox is on the advisory team at Fox Financial Services, Inc. They have spent their whole employment at Fox Financial Services, Inc. Fox is approved to operate in Connecticut, New York and Texas. Fox Financial Services, Inc is an advisory company operating out of White Plains, NY. It has just one employee. It oversees $84 million in assets under management across its 71 client accounts, placing it among the smaller firms in the nation by assets under management. Of its 71 accounts, 31% are held by high-net-worth clients who have at least $1 million in investable assets. Fox Financial Services, Inc has a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management largely are based on the type of financial services. Fee types billed by Fox Financial Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fox Financial Services, Inc Brokerage Details
$84,246,534
1
71
$1,186,571
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Andrew Fox Work History
Andrew has been registered as a financial advisor for 2 years.*
Fox Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Fox to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fox Financial Services, Inc
White Plains, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
