HOXTON PLANNING & MANAGEMENT, LLC - Financial Advisor in West Virginia, Shepherdstown

Tel: 304-876-2619 8530 Shepherdstown Pike Shepherdstown, West Virginia 25443

About HOXTON PLANNING & MANAGEMENT, LLC

HOXTON PLANNING & MANAGEMENT, LLC is a Shepherdstown, West Virginia based financial advisory firm with nearly $491,558,229 in assets under management and provides investment advisory services for 1236 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

319087

Firm SEC#:

801-123434

Assets Under Management:

$491,558,229

No. of Clients:

1236

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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