COX CAPITAL MANAGEMENT LLC
Andover, Massachusetts
Cox Capital Management LLC is a reputable investment advisory firm headquartered in Andover, MA, and boasts a distinguished presence in the financial industry. With a single office, the company has established itself as a prominent player in the region. Comprised of a talented team of five professionals, Cox Capital Management LLC excels in providing top-notch investment advisory services. Their expertise and dedication are evident in their impressive track record. On average, each investment advisor at Cox Capital Management LLC oversees approximately $90,940,000 in assets under management, a figure that aligns with the industry...
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Assets Under Mgmt

$272.83M

Investment Professionals

3

Locations

0

% 401K & Individual

20%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other: PORTFOLIO REVIEW HOURLY CHARGE
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