Andrew Horowitz
Andrew Horowitz is a CFP-designated registered investment advisor at Horowitz & Company, INC., based in Fort Lauderdale, FL, with 32 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 204 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Horowitz & Company charges a percentage of the value of your investments each year. The exact rate is negotiable, but it will not exceed 2.0% annually. This fee does not include brokerage commissions or other transaction fees. Fees are typically deducted from your account monthly or quarterly. The minimum investment for the TDI Managed Growth Strategy is $50,000, for eNVESTOLOGY® it is $25,000, and for Global Allocations it is $500,000.
Location
901 South Federal Highway, Suite 202, Fort Lauderdale, FL, 33316
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Regulatory History (1)
Customer Dispute
October 2005Other Business ActivitiesSells Insurance
Andrew is an independent insurance agent since 1986, dedicating minimal time to insurance sales and services. He is also a partner/owner of TriggerCharts, LLC, developing and selling trading indicators, and hosts a podcast and authors books/articles on investment topics, dedicating about 10-20% of his time to the podcast.
Employment History
Current Registrations
Horowitz & Company, INC.
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.