How does the advisor help clients – Key Takeaways:
HOXTON CAPITAL MANAGEMENT is a leading financial advisory firm that specializes in helping clients achieve their financial goals. With a team of experienced and knowledgeable advisors, HOXTON CAPITAL MANAGEMENT offers a range of services to help clients manage their wealth and plan for the future.
Here are some key takeaways on how HOXTON CAPITAL MANAGEMENT helps their clients:
- Provides personalized and comprehensive financial planning services
- Offers a diverse range of investment strategies and products
- Utilizes a team-based approach to deliver the best solutions for clients
- Focuses on building long-term relationships with clients and providing ongoing support and guidance
Facts and Insights
Founded in 2009, HOXTON CAPITAL MANAGEMENT has quickly become a trusted name in the financial industry. Their team is made up of experienced advisors who have a deep understanding of the complex financial landscape and are dedicated to helping clients achieve financial success. Here are some key facts and insights about HOXTON CAPITAL MANAGEMENT:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 18 | 12 years |
Financial Services Offered
HOXTON CAPITAL MANAGEMENT offers a wide range of financial services to help clients effectively manage their wealth. They have expertise in the following areas:
- Investment management and planning
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
- Education planning
- Business planning
Client Types
HOXTON CAPITAL MANAGEMENT serves a diverse range of clients, including individuals, families, and businesses. Their services are tailored to meet the unique needs of each client, whether they are just starting to build their wealth or preparing for retirement.
Fees & Compensation
HOXTON CAPITAL MANAGEMENT is a fee-based advisory firm, which means they charge a percentage of assets under management as their fee. This fee structure aligns the interests of the firm with those of their clients, as the advisors are motivated to help clients grow their assets. Additionally, the firm does not receive any commissions for recommending specific products, ensuring that their recommendations are always in the best interest of the client.
Background
HOXTON CAPITAL MANAGEMENT was founded by a team of financial experts who wanted to provide high-quality, independent financial advice to clients. Their team is made up of CFA charterholders, CPAs, and other certified professionals who have a deep understanding of the financial industry and a commitment to helping their clients achieve their goals.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it is important for clients to understand any potential conflicts of interest or disclosures that may impact their relationship with HOXTON CAPITAL MANAGEMENT. Here are some key disclosures to keep in mind:
- HOXTON CAPITAL MANAGEMENT is a fee-based advisory firm and may receive a portion of the fees charged for investment products or services recommended to clients.
- The firm may also receive fees for the sale or referral of insurance products or other services.
- Some advisors at HOXTON CAPITAL MANAGEMENT may also be registered representatives of a broker-dealer, meaning they may receive commissions for the sale of investment products.