Adam
Zuercher
Hixon Zuercher Capital Management
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About this Advisor
Adam Zuercher is a certified financial planner based out of Findlay, Ohio who has 20 years of relevant experience. Zuercher is currently employed by Hixon Zuercher Capital Management. They have spent the entirety of their employment at Hixon Zuercher Capital Management. Zuercher is able to advise clients in Ohio and Texas. Hixon Zuercher Capital Management is a registered investment firm that has its headquarters in Findlay, OH. It handles $282 million in assets between its 1,344 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm provides services to six charitable organizations. Of its 1,344 accounts, 21% belong to high-net-worth investors who have at least $1 million in investable assets. The firm provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules typically are based on the type of financial services offered. Fee types billed by Hixon Zuercher Capital Management may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hixon Zuercher Capital Management Brokerage Details
$281,879,829
11
1,344
$209,732
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Adam Zuercher Work History
Adam has been registered as a financial advisor for 20 years.*
Freedom Financial Solutions, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Zuercher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hixon Zuercher Capital Management
Findlay, OH
Findlay, OH
Findlay, OH
Findlay, OH
Findlay, OH
Findlay, OH
Findlay, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
