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HOXTON VENTURES
With a team of seasoned financial experts and a commitment to personalized service, HOXTON VENTURES is dedicated to helping clients achieve their financial goals. Since its inception, the firm has been providing top-notch financial advice and services to clients from all walks of life. Through a combination of comprehensive financial planning, strategic investments, and careful risk management, HOXTON VENTURES has helped numerous clients build and preserve their wealth.
How does the advisor help clients – Key Takeaways:
HOXTON VENTURES offers a wide range of financial services to assist clients with achieving their unique goals and objectives. These services include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- And more
Moreover, HOXTON VENTURES also provides clients with valuable insights and resources to help them make informed financial decisions and stay on track towards their goals.
Facts and Insights
Interested in learning more about what HOXTON VENTURES has to offer? Here is a quick snapshot of the firm’s assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 10 years |
Financial Services Offered
Serving a diverse client base, HOXTON VENTURES offers a wide range of financial services to help clients reach their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Income planning
- And more
Client Types
HOXTON VENTURES caters to a variety of clients, including individuals, families, and small business owners. No matter the client’s stage in life or financial situation, the firm is committed to providing personalized and tailored solutions to help them achieve their goals.
Fees & Compensation
HOXTON VENTURES believes in total transparency when it comes to fees and compensation. The firm charges a fee based on a percentage of assets under management, and there are no hidden fees or commissions involved. This fee structure ensures that the firm’s interests are aligned with the client’s, and there are no conflicts of interest.
Background
HOXTON VENTURES was founded by a team of experienced financial professionals with a passion for helping clients achieve financial success. With a combined experience of over 30 years in the financial industry, the team at HOXTON VENTURES has the knowledge and expertise to guide clients towards their goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, HOXTON VENTURES is committed to providing clients with transparency and disclosure regarding their services. Some important disclosures to know include:
- The firm is a fiduciary, meaning they are legally obligated to act in the client’s best interest.
- The firm may have conflicts of interest, and clients will be made aware of these potential conflicts.
- The firm may receive compensation from third parties for the sale of certain products or services.
Overall, HOXTON VENTURES strives to maintain open and honest communication with clients and provide them with the best possible service and advice.