Bruce Heymont
Bruce Heymont is a CFP-designated registered investment advisor at Horizon Wealth Management, based in Los Angeles, CA, with 38 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,306 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Horizon Wealth Management's investment advisory fee is based on the value of your portfolio and is charged quarterly, in advance. The annual fee can be up to 1.50% depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees may be negotiable.
Location
1880 Century Park East, Ste 1008, Los Angeles, CA, 90067
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Regulatory History (1)
Customer Dispute
December 2004Other Business ActivitiesSells Insurance
Bruce is involved with Heymont & Company, Inc. and another entity, both related to non-variable insurance, dedicating about half of his time to each. He also provides investment advisory services through Horizon Wealth Management, an independent investment advisor firm, dedicating full-time hours.
Employment History
Current Registrations
Horizon Wealth Management
LPL Financial LLCBroker
Previous Registrations
The Heymont Group Wealth Management and Retirement Solutions
LPL Financial LLC
Trusted Securities Advisors CORP.Broker
Mony Securities CorporationBroker
Mony Securities CorporationBroker
The Mutual Life Insurance Company of New YorkBroker
State Registrations11 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.