Roxie Webb Securities Management,inc.

Fee-Only (% of Portfolio)

Roxie Webb Securities Management provides investment management services for individuals, trusts, retirement accounts, corporations, and foundations. They offer advice on various securities, including stocks, bonds, and mutual funds. Roxie Webb Securities Management tailors its services to each client's needs, goals, and risk tolerance, gathering information through a client questionnaire. Roxie Webb Securities Management will transition its advisory business under IHT Wealth Management, LLC, an SEC-registered investment adviser, effective February 17th, 2026.

Assets Under Management$120M
Clients310
Advisors2
Avg. per Client$380K
Avg. per Advisor$59M

Fee Structure

Minimum Investment:$350K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K1.13%
$750K - $1.5M1.00%
$1.5M - $3.0M0.95%
$3.0M - $4.0M0.90%
$4.0M - $5.0M0.80%
$5M+0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

2 Advisors at this firm