Hixon Zuercher Capital Management's Form ADV discloses 1.50% on the first $500,000, 1.25% on the next $500,000, 1.00% on the next $500,000, 0.75% on the next $500,000, and 0.50% on assets above $2 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #123465), Hixon Zuercher Capital Management is subject to fiduciary duty under federal law.
Hixon Zuercher Capital Management is headquartered in FINDLAY, OH.
Hixon Zuercher Capital Management serves 128 high-net-worth clients according to their SEC filing dated April 10, 2026. View client details ↓
According to their SEC Form ADV, Hixon Zuercher Capital Management offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
Hixon Zuercher Capital Management manages $488 million in client assets according to their SEC filing dated April 10, 2026.
According to their SEC Form ADV, Hixon Zuercher Capital Management serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓