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Corbin Hixson

9 Years of Experience
Scottsdale, AZ

Corbin Hixson is a registered investment advisor at Alpha Squared Capital, LLC, based in Scottsdale, AZ, with 9 years of industry experience. Corbin 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 2 more. Their firm serves 145 clients with $27M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
145 clients
Average Client Portfolio
$184K average
Assets Under Management
$26.7M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $3.0M1.75%
$3M+1.75%

Fees are negotiable for accounts over $3,000,000. This fee schedule is for ASC Active Models. ASC Passive Models have a lower fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5020 E. Shea Blvd, #255, Scottsdale, AZ, 85254

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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

Corbin works as a realtor for Realty One Group, selling and leasing homes. This activity takes a few hours per week.

Employment History
Current Registrations
Alpha Squared Capital, LLC
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Roncancio Wealth Management, INC.
September 2017 - February 2019 · 1 yr 5 mos
Hornor, Townsend & Kent, INC.
July 2017 - August 2017 · 1 mo
Hornor, Townsend & Kent, INC.Broker
October 2016 - August 2017 · 10 mos
State Registrations3 states
AZNJTX
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.