Elizabeth Wilson
Elizabeth Wilson is a CFP-designated registered investment advisor at Horizon Wealth Advisors, based in Lakewood Ranch, FL, with 24 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 582 clients with $230M 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 - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $60.0M | 0.35% |
| $60M+ | 0.35% |
Fees may be negotiable based on the amount of assets under management, the complexity of the managed assets, the number of accounts Horizon Wealth Advisors is managing for the particular client as well as the accounts for related persons of the client, other relationships or history Horizon Wealth Advisors has with the client, or potential future assets that may be invested with Horizon Wealth Advisors. If the managed account consists only of fixed-income securities, an annual fee of up to .30% of assets under management with a minimum annual fee of $3,000 will be charged.
Fee Estimator
Location
Lakewood Ranch, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Horizon Wealth Advisors
Previous Registrations
Rudd Asset Management
Comerica Securities
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Northern Trust Securities, INC
State Registrations1 state
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