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Henry William Fox

Blue Bell Private Wealth Management, LLC

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About Henry William Fox

Henry William Fox, Jr. is a financial advisor with Blue Bell Private Wealth Management, LLC. He has been in the industry since 2008 and holds Series 31, Series 7, and Series 66 securities licenses. Henry has a background in consulting and holds a Certified Financial Planner and a Chartered Financial Consultant designation. In addition to Blue Bell Private Wealth Management, LLC, he has previously been associated with Morgan Stanley & Co. Incorporated, Morgan Stanley Smith Barney, Commonwealth Financial Network, QUESTAR CAPITAL CORPORATION, and SECURIAN FINANCIAL SERVICES, INC.

Firm Information

Henry Fox is currently registered with Blue Bell Private Wealth Management, LLC. Blue Bell Private Wealth Management, LLC is an investment advisor headquartered in BLUE BELL, PA. They manage approximately $670.7 million in assets for individuals, corporations, and charitable organizations. Their services include financial planning, portfolio management, and investment advisory services.
Blue Bell Private Wealth Management, LLC

BLUE BELL EXECUTIVE CAMPUS

BLUE BELL, PA 19422-2322

$670.70M

Assets Under Management

1

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Henry Fox’s Registration & Firm History

PA

04/02/2012 - Present

Blue Bell Private Wealth Management, LLC (BLUE BELL PA)

PA

11/22/2011 - 02/23/2012

SECURIAN FINANCIAL SERVICES, INC. (PLYMOUTH MEETING PA)

PA

07/25/2011 - 08/08/2011

QUESTAR CAPITAL CORPORATION (FORT WASHINGTON PA)

PA

07/22/2010 - 07/06/2011

COMMONWEALTH FINANCIAL NETWORK (NEWTON PA)

PA

06/01/2009 - 11/23/2009

MORGAN STANLEY SMITH BARNEY (JENKINTOWN PA)

PA

09/29/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (JENKINTOWN PA)

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Licenses & Designations

BOTH

Issued 10/21/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/10/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 09/26/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Henry William Fox.
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