Overview
- Headquarters
- Wyomissing, PA
- Total Firm Assets
- $272 million
- Average High-Net-Worth Client Portfolio Size
- $1.0 million
Fee Disclosure
Source: ADV PART 2A- FOX FINANCIAL, INC. (2025-08-14)
· View brochure text
Latest filing: ADV PART 2A- FOX FINANCIAL, INC. (2026-03-18)
· View brochure text
Latest filing: WRAP BROCHURE (2026-03-18)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $100,000 | 1.75% |
| $100,001 | $250,000 | 1.70% |
| $250,001 | $500,000 | 1.65% |
| $500,001 | $750,000 | 1.55% |
| $750,001 | $1,250,000 | 1.50% |
| $1,250,001 | $5,000,000 | 1.30% |
| $5,000,001 | and above | 1.20% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $16,050 | 1.60% |
| $5 million | $68,550 | 1.37% |
| $10 million | $128,550 | 1.29% |
| $50 million | $608,550 | 1.22% |
| $100 million | $1,208,550 | 1.21% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 45.62%
- Number of High-Net-Worth Clients
- 124
- Total Client Accounts
- 1,006
- Discretionary Accounts
- 1,006
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 319679
- ADV PART 2A- FOX FINANCIAL, INC. (2026-03-18) · View brochure text
- WRAP BROCHURE (2026-03-18) · View brochure text
- ADV PART 2A- FOX FINANCIAL, INC. (2025-08-14) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗