Daniel Fox, financial advisor Appleton WI

Daniel Fox

CRD Number: 4524190
Current Firm: Endowment Wealth Management, Inc.

Daniel Fox (CRD# 4524190) is an Investment Advisor Representative working at Endowment Wealth Management, Inc. in Appleton, WI and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Endowment Wealth Management, Inc. Appleton, WI Jul 2014 - Current 6
Fox Financial Group Appleton, WI Jul 2010 - Current 10
Edgemoor, LLC Appleton, WI Jan 2003 - Jul 2010 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Daniel G. Fox
Phone Number: 920-785-6010
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    179
    MILLIONS
  • Total Number of Accounts
    584
    ACCOUNTS
  • Average Account Value
    $306,755
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

IL, TX, WI

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