Austin Wilson is a registered investment advisor at Hixon Zuercher Capital Management, based in Findlay, OH, with 7 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 390 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Location
101 West Sandusky Street, Suite 301, Findlay, OH, 45840
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Hixon Zuercher Capital Management
State Registrations2 states
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