Why do I need Hixon Zuercher Capital Management?
We offer wealth management services and asset management solutions for individuals, families, and institutions that don’t have either the time, the desire, or the expertise to do it themselves. It is our belief that our clients hire us to help them clarify their goals, guide them with a plan, and help them avoid the big mistakes along the way. Our goal is to simplify our clients’ financial affairs and their investments in ways that they can understand. We want them to have confidence and peace of mind when it comes to their investments because we are looking out for their best interests and taking care of things, so they don’t have to. For more information, check out our Services page.
How is Hixon Zuercher different from other firms?
We are an independent, fee-only wealth management boutique focused on helping our clients achieve their long-term investment goals. The reason we do what we do is to help our clients prepare for financial success in their futures. Our goal is to make wise investment decisions for our clients in a constantly shifting and changing financial market. By analyzing and researching the national and global economy and setting client-specific goals with each relationship we maintain, we can set ourselves and our firm apart as a unique and sought after service in our community. For more information, check out our How We’re Different page.
What does ‘fee-only’ mean?
A “fee-only” compensation structure is of critical importance to you. By operating as a “fee-only” firm, we can serve your best interests. Our only form of compensation comes directly from our clients, and is a mutually agreeable percentage of assets under management. We earn no commissions or fees on the investments and recommendations we make for and to our clients, and we receive no referral fees. For more information, check out the “We Are Fee-Only” section on our How We’re Different page.
How many (or what type?) clients do you work with?
Today, we serve over 200 clients ranging from young families and retirees to businesses and non-profit organizations. Our services are best suited for clients who can invest a minimum of $500 thousand dollars; however, our doors are always open to anyone seeking an opinion on their financial state and future. Please contact us or call us at 419-425-2400 to set up a no-obligation, complimentary meeting with one of our advisors to discuss how we can serve you as you pursue your financial goals.
What kind of services do you offer?
We are passionate about our clients receiving the best service for their unique financial and lifestyle needs. We offer individuals and families wealth management services focused on preparing for their financial goals and futures, whether through retirement analysis, college savings, planning for a dream vacation, or a combination and more. For our institutional and non-profit clients, we maintain several 401(k) plans and oversee the investments for various foundations in our community. Overall, our goal is to meet our clients where they are, and help them get to where they want to be. We accomplish this task by meeting regularly with our clients to ensure they are comfortable with the services they are receiving and to encourage them as we see positive steps toward the achievement of their goals. For more information, check out our Services page.
As a new client, what should I expect in the first year?
We want our clients to feel comfortable, confident, and informed in every stage of our relationship. For this reason, we make it a priority to connect regularly with our clients regarding their investments and keep them updated on the progress being made toward reaching their financial goals. Our client experience includes regular meetings with your advisor to hear the latest update on your investment accounts as well as the current outlook on the market, quarterly performance reports generated specifically for each client, monthly investment statements for each account, weekly updates on the latest events in the market, daily opportunities to reach out to us with any questions and concerns you might have, and more. If you have further questions on how we work with our clients please contact us.
What if I need to speak with my advisor when he or she is out of the office?
At Hixon Zuercher, we maintain a team-focused culture throughout our business. This means that even if your assigned financial advisor is unavailable when you call in with a question, any of our team members will be knowledgeable of your latest goals, questions, or concerns in your account. This is a great benefit of working with a local financial firm. All our team members work together to achieve success for our clients. Any time you contact Hixon Zuercher, you can rest assured we will do all it takes to answer your questions and support your goals. If you would like to speak to a team member now, please feel free to give us a call at 419-425-2400. We look forward to hearing from you!
