Avi Shah is a registered investment advisor at Hoxton Wealth USA LLC, based in Jersey City, NJ, with 4 years of industry experience. Avi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 920 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hoxton Wealth charges a fee for managing your investments. The fee is up to 1.75% per year, depending on the amount you invest, the attention required, and the work involved. This fee is billed monthly or quarterly. There is also a one-time onboarding fee for new international investment management clients, ranging from $500 to $1000, to cover account setup and administrative costs.
Location
101 Hudson Street, 21st Floor, Jersey City, NJ, 07302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Avi is an investment advisor at Hoxton Capital Management FZE in Dubai, providing financial services and promoting investment opportunities. This activity takes about half of Avi's time.
Employment History
Current Registrations
Hoxton Wealth USA LLC
State Registrations1 state
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