Hoxton Planning & Management

Financial Advisor in Berkeley County, WV

Firm Info
Address: 8530 Shepherdstown Pike, Shepherdstown, WV 25443, USA
Phone: (304) 876-2619

Firm Size
Assets Under Management: $0
# of Advisors: 3
# of Clients: 0
Client to Advisor Ratio: -
Average Account Size: 0
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Hoxton Planning & Management, LLC Overview

HOXTON PLANNING & MANAGEMENT, LLC is a fee only registered investment advisory firm that offers investment advice only. Founded in 2022, the firm has its headquarters in Shepherdstown, WV. HOXTON PLANNING & MANAGEMENT LLC offers various services, including portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, and selection of other advisors. The firm's primary focus is on providing personalized investment advice that is tailored to meet the unique needs of their clients. The team at HOXTON PLANNING & MANAGEMENT, LLC has a wealth of experience and expertise in the field of investment management, and they are committed to helping their clients achieve their financial goals. The firm's fee-only structure ensures that clients receive independent and unbiased advice that is not influenced by commissions or other incentives. This approach aligns the firm's interests with those of its clients, which means that its clients can trust that their investments are being managed in their best interests at all times. HOXTON PLANNING & MANAGEMENT, LLC prides itself on its commitment to providing high-quality service to its clients. The firm understands that every client is unique and has different financial goals, risk tolerance, and investment preferences. The team at HOXTON PLANNING & MANAGEMENT, LLC goes above and beyond to provide customized investment advice that is tailored to each client's individual needs. Whether you are an individual investor or a small business owner, the firm is dedicated to helping you achieve your financial objectives.

HOXTON PLANNING & MANAGEMENT, LLC caters to a wide range of clients spanning from wealthy individuals to small business owners. The firm serves clients seeking financial management and advice on wealth planning, estate planning, retirement planning, education planning, tax planning, investment management, risk management, and insurance planning. Furthermore, HOXTON PLANNING & MANAGEMENT, LLC takes pride in delivering customized financial solutions tailored to each client's unique circumstances and goals. HOXTON PLANNING & MANAGEMENT, LLC offers flexible fee structures depending on the service provided. Clients may opt for a percentage of assets under management (AUM) fee, which aligns the firm's interests with those of the client. Alternatively, the firm offers an hourly fee structure for clients seeking specific financial advice or consultation on a one-time basis. HOXTON PLANNING & MANAGEMENT, LLC also provides fixed fees for specific services, such as preparation of tax returns or estate planning. Clients can choose the fee structure that best suits their needs, knowing that there are no hidden costs at HOXTON PLANNING & MANAGEMENT, LLC. Overall, the firm is committed to transparency and clarity in its fee structures and strives to provide value to its clients by delivering objective, expert financial advice and solutions.

Typical Clients, Fee Structures & Investment Minimum

According to HOXTON PLANNING & MANAGEMENT, LLC's Part 2 Brochure, the firm requires a minimum investment of $500,000 for their discretionary investment management services. The note about investment minimums states that "to open a discretionary investment account, the minimum investment is $500,000." Therefore, clients who wish to use HOXTON PLANNING & MANAGEMENT, LLC's discretionary investment management services must meet this investment minimum. It is important for potential clients to review the Part 2 Brochure carefully to ensure that they meet all necessary requirements before investing with the firm.

How This Office Can Help Berkeley County, WV Residents

Hoxton Planning & Management is a leading financial advisory firm that offers a range of services to clients in Berkeley County, WV. We specialize in helping individuals and families navigate complex financial situations, including retirement planning, estate planning, tax planning, and more. Our team of experienced advisors is dedicated to providing personalized advice and guidance to help clients achieve their financial goals. One of the most common financial challenges facing residents of Berkeley County, WV is saving for retirement. With the rising cost of living and uncertainty in the economy, many individuals are worried about their financial security in retirement. At Hoxton Planning & Management, we help clients develop a comprehensive retirement strategy that takes into account their unique needs and goals. This may involve diversifying investments, minimizing taxes, and creating a sustainable income stream that lasts throughout retirement. We also offer guidance on Social Security benefits, Medicare, and other important programs that can help clients maximize their retirement income.


Services Offered by Hoxton Planning & Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Hoxton Planning & Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

This Office Location

Firm location 8530 Shepherdstown Pike, Shepherdstown, WV 25443, USA
Phone (304) 876-2619
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Hoxton Planning & Management, LLC is registered to service clients in the following states:

  • Florida
  • Maryland
  • Pennsylvania
  • Texas
  • Virginia
  • West Virginia

Disciplinary History

Hoxton Planning & Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.