Anthony Hixon is a registered investment advisor at Hixon Zuercher Capital Management, based in Findlay, OH, with 23 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, High Net Worth, Investment Management, and 1 more. Their firm serves 390 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. Alternative schedules apply to 529 plans (0.50% flat fee), trust services (starting at 1.45% with a $5,000 minimum), and institutional clients (0.50% to 0.30% with a $5,000 minimum).
Fee Estimator
Location
101 W. Sandusky St., Ste. 202, Findlay, OH, 45840
Get directionsHistory
Regulatory History
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.
Learn about disclosures →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
State Registrations2 states
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
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