Hixon Zuercher Capital Management

Hixon Zuercher Capital Management, established in 2002, offers tailored Investment Supervisory Services to clients, focusing on fee-only investment management. The firm does not sell commissioned products and is not affiliated with entities selling financial products. Investment advice includes financial planning aspects such as cash flow, college planning, retirement planning, and estate planning. Clients have control over their assets, with Hixon Zuercher placing trades under a limited power of attorney. The firm offers various agreements, including Financial Planning, Investment Advisory, Retainer, and Hourly Planning Engagements. Fees are based on a percentage of assets under management, with a minimum account size of $250,000. Investment strategies primarily involve mutual funds, individual stocks, bonds, or ETF securities. Risk of loss factors include interest-rate, market, inflation, currency, and liquidity risks. Hixon Zuercher does not charge performance-based fees and provides periodic account reviews and reports to clients. The firm does not vote proxies on securities and maintains financial stability to meet client commitments. Clients are encouraged to compare custodian account statements with performance reports provided by the firm.