Shane Fox
Founder I Managing Partner at Ausperity Private Wealth
- Role
- Founder i Managing Partner at Ausperity Private Wealth
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Shane Fox
With over twelve years in financial advising, I co-founded Ausperity Private…
Experience
Founder i Managing Partner
Aug 2021 — Present · Moorestown, NJ, US
Develop and implement tailored financial plans for clients and their families- Provide investment ideas and solutions to clients based off of our conversations and the data within their financial plans- Analyze and adjust clients portfolios to adhere to their risk tolerances and maximize risk adjusted returns- Deliver investment management advice and discretionary management to high net worth individuals, businesses, and families & Forbes 2024 Top Next-Gen Wealth Advisors: Best in State - New JerseyIssued by Forbes · Aug 2024Associated with Ausperity Private WealthI was ranked number 57 in Forbes Next Gen Best in State Hub\'s Prestigious Advisors to Watch: 100 Next Gen AdvisorsIssued by Advisor Hub · Apr 2024Associated with Ausperity Private WealthAdvisor Hub\'s Prestigious 100 Next Gen Advisors to Watch (Under 1$B) 2024 - Issued by Advisor Hub · Jun 2024Associated with Ausperity Private WealthShane was ranked #37 on Advisor Hub\'s 100 Next Gen Advisors to Watch list for 2024!Ranking criteria falls into three main categories:1) Scope of practice measured by assets, production and level of service; 2) Growth of practice consisting of year over year growth in assets, households and production; and lastly, 3) Professionalism which includes regulatory record, community service and team
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