Advisor at Foxman Asset Advisors Inc.
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Firm
Foxman Asset Advisors Inc.
Location
Rockville, MD 20852
Credentials
Series 63, Series 65
Industry experience
28 years
Boris Foxman is a financial advisor with Foxman Asset Advisors Inc. in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has held roles at Avantax Investment Services, Crump Insurance Agency, and other firms, and serves as president of iVenture Accounting Group, an accounting firm. He is also involved in several non-investment-related business activities including tax preparation and payroll services. Foxman Asset Advisors provides portfolio management, financial planning, and consulting services to individuals, trusts, foundations, and business entities. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods to manage portfolios with a long-term approach, and utilizes custodians such as Charles Schwab and Interactive Brokers.
Based on Foxman Asset Advisors Inc.
Financial planning fixed fees range from $1,500 to $10,000; Consulting fixed fees $55 per 15-minute consultation.
$0 - $50,000: 1.85% $50,001 - $100,000: 1.80% $100,001 - $500,000: 1.70% $500,001 - $1,000,000: 1.30% $1,000,001 - $2,000,000: 0.80% $2,000,001+: 0.70%
Commissions from sale of securities and insurance products by representatives outside advisory services, not primary source of firm compensation.
$220 per hour for financial planning services.
Fee-only: Portfolio management fees based on asset tiers as above; Financial planning fixed fees $1,500 to $10,000; hourly fees $220/hour; Consulting fixed fees $55 per 15-minute consultation.
1700 Rockville Pike, Ste 110
Rockville, MD 20852
Maryland · Virginia
Foxman Asset Advisors Inc.
2021 - Present (5 years)
iVenture Accounting Group
2020 - Present (6 years)
Crump Insurance Agency
2006 - Present (20 years)
Avantax Insurance Agency, LLC
2000 - 2021 (21 years)
Avantax Investment Services, INC.
1997 - 2021 (24 years)
NBAC Corp
1995 - 2020 (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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