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Anthony Hixon

Advisor at Hixon Zuercher Capital Management

Updated today
Hixon Zuercher Capital Management logo

Firm

Hixon Zuercher Capital Management

Location

Findlay, OH 45840

Credentials

Series 65

Industry experience

22 years

About

Anthony Hixon is a Series 65-licensed financial advisor with 22 years of industry experience. He is affiliated with Hixon Zuercher Capital Management in Findlay, OH, and has been involved with Freedom Financial Solutions, LLC since 2003. Outside of his advisory work, he is the owner of Freedom Capital Dynamics, LLC, a general partner in a limited partnership that operates in the investment space. Hixon Zuercher Capital Management provides investment supervisory services, financial planning, and asset management to individuals, including high-net-worth clients, as well as institutional clients and other investment advisers. The firm employs tailored, asset-allocation strategies using no-load mutual funds, ETFs, and individual equities and bonds, and offers regular account reviews and detailed client communications.

Client services

Based on Hixon Zuercher Capital Management

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Mutual fund research services

Expertise

Based on Hixon Zuercher Capital Management

General retirement planning College savings (529s, UTMA, etc.) Active portfolio management

Fee options

Fixed

Life coaching workshops: $149 for individuals, $249 for couples

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $1,500,000: 1.00% $1,500,001 - $2,000,000: 0.75% $2,000,001+: 0.50%

Project-based

$150 per hour for limited scope planning engagements; $150 per hour for private life coaching sessions

Other

Account minimum: $500,000 (minimum investable asset level before being considered as a new client; waivable at firm's discretion) Minimum fee: $5,000 minimum fee for Institutional and Trust Service Fee Schedules unless waived Fee-only: Fee-only investment management; no commissions accepted

Location

101 West Sandusky Street, Suite 301

Findlay, OH 45840

Most active in

Ohio · Texas

Work history

Freedom Financial Solutions, LLC

2003 - Present (23 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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