Hoxton Wealth USA LLC
Assets Under Management
$470.0M
Number of Clients
920
Number of Advisors
30
Average Client AUM
$511K
AUM per Advisor
$15.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Hoxton Wealth (USA) LLC offers investment advisory services and pension consulting, mainly to UK expatriates residing in the United States. They also provide financial planning and investment advisory services to US citizens and expatriates with US investment accounts. Services include pension transfer services, asset management, and financial planning. The firm operates with IARs as independent contractors, collaborating with professionals to provide tailored advice.
Fee Structure
For UK pension transfers (SIPP), there's an initial fee up to 5% for assets between £250,000 and £1,000,000, and up to 3% for assets over £1,000,000. There's also an annual asset management fee up to 1.5% of pension assets. Additional fees may include platform, custodian, transaction, and discretionary fund manager fees (up to 1%). For investment management services only clients, there may be a one-time onboarding fee ranging from $500 to $1000. Fees are negotiable and depend on factors like assets invested and the work involved. The minimum Investment Management Agreement account size is generally $25,000. Financial planning fees are up to $2,500 initially and up to $1,000 per year for ongoing services.
Areas of Practice
Location
101 Hudson Street, 21st Floor, Jersey City, NJ, 07302