Hixon Zuercher Capital Management offers personalized investment management and financial planning services for individuals, families, and institutions. Founded in 2002 and based in Findlay, Ohio, the firm operates as a registered investment advisor focusing on tailored portfolio strategies primarily using mutual funds, individual stocks, bonds, and exchange-traded funds. In addition to managing investments with the authority to make trades without asking first, the firm provides advice on cash flow, college planning, retirement, and estate planning. Clients can choose from several types of agreements, including comprehensive investment management, project-based financial planning, hourly consultations, and retainer agreements. The firm emphasizes a fee-only structure, meaning it does not sell commissioned products or accept finder's fees.
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).
