Joshua W Robb
Advisor at Hixon Zuercher Capital Management — Findlay, OH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
12 years
Location
Findlay, OH 45840
Hixon Zuercher Capital Management
Team
Total advisors
5Clients per advisor
74 HighAvg AUM per client
$1,191,793 TypicalHNW client ratio
35% TypicalJoshua Robb is a financial advisor at Hixon Zuercher Capital Management with 12 years of industry experience. He holds a Series 65 designation and has been with the firm since 2013. Hixon Zuercher Capital Management is a fee-only investment management firm that serves individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers tailored investment strategies using no-load mutual funds, ETFs, and individual securities, with discretionary trading and regular portfolio reviews.
Based on Hixon Zuercher Capital Management
Based on Hixon Zuercher Capital Management
Retainer agreements charged based on amount of work involved; life coaching workshops $149 or $249; private coaching $150 per hour.
$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 hourly planning engagements and life coaching private 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: Firm is strictly fee-only; no commissions accepted.
Findlay, OH
101 West Sandusky Street, Suite 301
Findlay OH 45840
Advisors at this office
5
Ohio · Texas
12 years of industry experience
Hixon Zuercher Capital Management
2013 - Present • 13 years
Findlay, OH
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
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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