Hoxton Planning & Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, and businesses. They manage investment portfolios using mutual funds, exchange-traded funds (ETFs), and independent investment managers. Hoxton Planning & Management also offers retirement plan consulting services to businesses. They tailor their services to meet individual client needs and objectives.
Assets Under Management$490M
Clients370
Advisors5
Avg. per Client$1.3M
Avg. per Advisor$98M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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