Andrew Horowitz
Andrew Horowitz is a CFP-designated registered investment advisor at Horowitz & Company, INC., based in Fort Lauderdale, FL, with 33 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 206 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Portfolio management fees are negotiable based on the amount of assets under management, selected strategies, range of investments, complexity of financial circumstances, and scope of services. The maximum annual rate will not exceed 2.0%.
Fee Estimator
Location
901 South Federal Highway, Suite 202, Fort Lauderdale, FL, 33316
Get directionsHistory
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.
Exams
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