Julie Ahrens
Julie Ahrens is a registered investment advisor at Horter Investment Management, LLC, based in Covington, IN, with 11 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,337 clients with $310M 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 | 1.99% |
Maximum annual fee is 1.99% for standard portfolio management programs. Certain strategies like indexed retirement funds (0.50%), alternative investments (1.25%), and non-discretionary accounts (0.10%) have different rates. Fees are negotiable.
Fee Estimator
Location
Covington, IN
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Regulatory History (1)
Regulatory
August 2006Other Business ActivitiesSells Insurance
Julie is self-employed, selling insurance and annuities since 1986. She also assists clients with setting up revocable living trusts and other estate planning documents, dedicating about 10-20% of her time to these activities.
Employment History
Current Registrations
Horter Investment Management, LLC
Previous Registrations
Roosevelt Equity CorporationBroker
State Registrations3 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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