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Adam Mcdonald

FOX HILL WEALTH MANAGEMENT·DEDHAM, Massachusetts
Unclaimed Profile
84 BRIDGE STREET, DEDHAM, MA 02026CRD# 7558095Firm CRD# 321881
01

About

Adam Mcdonald is a registered financial advisor based in DEDHAM, Massachusetts, affiliated with FOX HILL WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FOX HILL WEALTH MANAGEMENT
FOX HILL WEALTH MANAGEMENT
AUM
$198M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at FOX HILL WEALTH MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7558095
Firm CRD# 321881
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam Mcdonald offer?
Adam Mcdonald specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DEDHAM, Massachusetts for a consultation.
What are Adam Mcdonald's credentials?
Adam Mcdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Mcdonald located?
Adam Mcdonald is based in DEDHAM, Massachusetts, working with FOX HILL WEALTH MANAGEMENT. Their office serves clients in the DEDHAM metropolitan area and surrounding communities.
How does Adam Mcdonald charge for services?
Adam Mcdonald's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOX HILL WEALTH MANAGEMENT?
FOX HILL WEALTH MANAGEMENT has approximately 8 employees and manages $198M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DEDHAM
Jason Cleveland Bugg — CITIZENS SECURITIES, INC.Diane Patricia Novak — CCO INVESTMENT SERVICES CORP.Eric Christopher Benz — FOX HILL WEALTH MANAGEMENTMark Stern Podolsky — SUSTAINABLE INVESTMENT SOLUTIONS, LLCJr. Charles Hazard — EXETER VENTURE MANAGEMENT COMPANY, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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