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Anthony Hixon

22 Years of Experience
Findlay, OH

Anthony Hixon is a registered investment advisor at Hixon Zuercher Capital Management, based in Findlay, OH, with 22 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 390 clients with $490M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
390 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$487.7M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $1.5M1.00%
$1.5M - $2.0M0.75%
$2M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

101 W. Sandusky St., Ste. 202, Findlay, OH, 45840

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anthony is the owner of Freedom Capital Dynamics, LLC, a general partner of a limited partnership, since 2005. He dedicates about 10-20% of his time to this business during securities trading hours, operating at the same location as his investment advisory business.

Employment History
Current Registrations
Hixon Zuercher Capital Management
July 2003 - Present · 22 yrs 9 mos
State Registrations2 states
OHTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Anthony Hixon - Financial Advisor | TrueAdvisor