Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bruce Fox is a licensed Investment Advisor Representative in Wisconsin. William is affiliated with Isthmus Partners, LLC, a firm that offers investment advice to individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and high net worth individuals. William has 23 years of experience in the industry. William has a Series 65 license and holds a Bachelor of Arts degree. William's specializations include portfolio management for individuals, portfolio management for businesses, financial planning, and educational seminars.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
01/01/2025 - Present
Isthmus Partners, LLC (MADISON WI)
IA
Issued 05/24/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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