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Fox, Joss & Yankee, LLC (Reston)


Fox, Joss & Yankee, LLC is a large advisory firm based in Reston. It manages $360 million of regulatory assets for 1,500 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of District of Columbia, Florida, Maryland, and 4 other states.

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Fox, Joss & Yankee provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fox, Joss & Yankee: assets under management

The assets under management (AUM) of Fox, Joss & Yankee, LLC is $360 million. The firm's AUM has grown by 87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $250 million in discretionary accounts and $110 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $250 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $220 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fox, Joss & Yankee, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Reston

The principal office where Fox, Joss & Yankee, LLC performs its advisory services is located at 1900 Campus Commons Drive, Reston, VA 20191, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703.889.1111 or by fax 866.366.9233. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.fjyfinancial.com.


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