How Does Fox & Holland Investing LLC Help Clients? – Key Takeaways:
Fox & Holland Investing LLC is a well-respected financial advisory firm that provides a range of services to help clients achieve their financial goals. Their team of experienced advisors offers personalized, comprehensive financial planning and investment management services to individuals, families, and businesses. Here are the key takeaways on how Fox & Holland Investing LLC helps its clients:
- Offers personalized financial planning and investment management services tailored to the unique needs and goals of each client
- Utilizes a strategic and disciplined approach to help clients achieve their financial objectives
- Provides access to a wide range of investment options and solutions
- Offers ongoing support and guidance to help clients navigate the ever-changing financial landscape
- Focuses on building long-term relationships with clients based on trust and integrity
Facts and Insights
Fox & Holland Investing LLC has been in business since 1991 and has a team of 15 advisors. As of December 2020, the firm had over $1.5 billion in assets under management. The firm’s top three investment strategies include equity, fixed income, and alternative investments, and they primarily serve high-net-worth individuals, institutions, and retirement plans.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (as of December 2020) | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 15 | 29 years |
Financial Services Offered
Fox & Holland Investing LLC offers a range of financial services, including:
- Financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance services
Client Types
Fox & Holland Investing LLC primarily serves high-net-worth individuals, institutions, and retirement plans. The firm takes pride in building long-term relationships with their clients and providing personalized solutions to help them achieve their financial goals.
Fees & Compensation
Fox & Holland Investing LLC charges a management fee based on a percentage of assets under management. The firm’s fees are competitive within the industry, and they do not receive any additional compensation for recommending specific products or services.
Background
Fox & Holland Investing LLC was founded in 1991 and has been providing comprehensive financial planning and investment management services for nearly three decades. The firm’s team of experienced advisors has a diverse range of backgrounds and areas of expertise, allowing them to provide a holistic approach to financial planning.
Financial Advisor Disclosures to Know
Fox & Holland Investing LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As an RIA, the firm is held to a fiduciary standard, which means they are legally obligated to act in their clients’ best interests. This includes disclosing any potential conflicts of interest and ensuring that all investment recommendations are suitable for their clients’ unique financial situations.
In conclusion, Fox & Holland Investing LLC is a reputable financial advisory firm that offers personalized and comprehensive services to help clients achieve their financial goals. With a team of experienced advisors and a strategic approach to financial planning, the firm is well-equipped to assist clients in navigating the complexities of the financial world.