Hixon Zuercher Capital Management (HZCM) provides investment advice and manages client assets based on their individual needs and goals. HZCM is a fee-only firm, meaning it doesn't sell financial products or accept commissions. They may use promoters for client referrals. HZCM advises on cash flow, college, retirement, and estate planning. Clients choose their investment strategies, often using mutual funds, but sometimes individual stocks, bonds, or ETFs. Clients maintain control of their assets, and HZCM trades under a limited power of attorney.
Assets Under Management$490M
Clients390
Advisors6
Avg. per Client$1.3M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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