Overview
Assets Under Management: $252 million
Headquarters: DEDHAM, MA
High-Net-Worth Clients: 315
Average Client Assets: $290,869
Frequently Asked Questions
FOX HILL WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #321881), FOX HILL WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
FOX HILL WEALTH MANAGEMENT is headquartered in DEDHAM, MA.
FOX HILL WEALTH MANAGEMENT serves 315 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, FOX HILL WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
FOX HILL WEALTH MANAGEMENT manages $252 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, FOX HILL WEALTH MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 315
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.39
Average High-Net-Worth Client Assets: $290,869
Total Client Accounts: 1,131
Discretionary Accounts: 1,060
Non-Discretionary Accounts: 71
Regulatory Filings
CRD Number: 321881
Filing ID: 1966546
Last Filing Date: 2025-03-31 16:01:00
Website: https://foxhillwealth.com