Advisor at Hixon Zuercher Capital Management
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Firm
Hixon Zuercher Capital Management
Location
Findlay, OH 45840
Credentials
Series 65
Industry experience
3 years
Chase Rose is a financial advisor at Hixon Zuercher Capital Management with three years of industry experience. He holds a Series 65 designation and has worked at Hixon Zuercher since 2022, following roles at Freedom Enterprises and other firms. 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 advisers. The firm employs tailored, asset-allocation-oriented strategies using no-load mutual funds, ETFs, and individual securities, and offers both public educational workshops and private life-coaching services.
Based on Hixon Zuercher Capital Management
Based on Hixon Zuercher Capital Management
Life coaching workshops: $149 for individuals, $249 for couples
$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%
$150 per hour for limited scope planning engagements; $150 per hour for private life coaching sessions
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
101 West Sandusky Street, Suite 301
Findlay, OH 45840
Ohio · Texas
Hixon Zuercher, LLC
2022 - Present (4 years)
Freedom Enterprises
2020 - 2022 (2 years)
N/a
2019 - 2020 (1 year)
Plastipak Packaging
2019 - 2019 (1 year)
Mad River Mountain
2018 - 2019 (1 year)
Airstream
2018 - 2018 (1 year)
Ohio Northern University Mailroom
2017 - 2019 (2 years)
Unemployed
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Findlay, OH
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CFP®, Series 63, Series 65
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Resolute Wealth Advisor, Inc.
CFP®, Series 63, Series 65
Findlay, OH
Resolute Wealth Advisor, Inc.
Series 65
Findlay, OH
Hixon Zuercher Capital Management
Series 66
Findlay, OH
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