Chase
Rose
Hixon Zuercher Capital Management
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About this Advisor
Chase Rose is a financial advisor based in Findlay, Ohio, working with Hixon Zuercher Capital Management. Chase has previously held positions at Airstream, Mad River Mountain, Ohio Northern University Mailroom, Plastipak Packaging, Freedom Enterprises, Hixon Zuercher, LLC, and N/A. Chase has passed the Series 65 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Chase is part of Hixon Zuercher Capital Management, which operates out of Findlay, Ohio. The firm has 11 employees and manages assets totaling $345.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Hixon Zuercher Capital Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hixon Zuercher Capital Management Brokerage Details
$345,116,066
11
1,388
$248,643
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
Chase Rose Work History
Hixon Zuercher, LLC
Freedom Enterprises
Plastipak Packaging
N/A
Airstream
Mad River Mountain
Ohio Northern University Mailroom
Disclosures
Please visit the SEC profile of Chase Rose 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
The content in this profile was updated by SmartAsset on 6/19/2024. 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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