Carl Erickson is a registered investment advisor at Horizon Wealth Group, LLC, based in Winter Park, FL, with 3 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 14 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Location
1415 Gene St, Winter Park, FL, 32789
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Carl works as an independent contractor as a sports official since 2012. He is also an Enrolled Agent at a CPA firm, where he prepares tax returns and provides tax advice.
Employment History
Current Registrations
Horizon Wealth Group, LLC
State Registrations1 state
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