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Hoxton Planning & Management, Llc
Shepherdstown, West Virginia
HOXTON PLANNING & MANAGEMENT, LLC, based out of Shepherdstown, WV, is a well-established small investment advisory firm. With over 170 individual clients and an impressive $306,892,000 in assets under management, they have proven their expertise in the financial industry. The firm operates from a single office and offers a range of services, including managing employer funds in addition to 401K and individual accounts.
Specializing in discretionary asset management, Hoxton Planning & Management primarily caters to high net worth individuals. Their experienced team of four employees, all of whom provide investment advisory service...see more
Assets Under Mgmt
$306.89M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Reviews for Hoxton Planning & Management, Llc
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