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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.13% |
| $750K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |