David Wright is a CFA-designated registered investment advisor at Horizon Investment Services, LLC., based in Hammond, IN, with 14 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 325 clients with $320M 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 $2.0M | 0.65% |
| $2.0M - $4.0M | 0.65% |
| $4.0M - $6.0M | 0.65% |
| $6M+ | 0.65% |
Fees are subject to negotiation. For investment sub-advisory clients and unaffiliated wrap programs, Horizon charges an annual fee ranging from 0.30% to 0.65% of the assets in such accounts. For providing the model portfolios to the program sponsor, Horizon charges an annual licensing fee ranging from 0.15% to 0.50% of assets under management, depending on the model portfolio selected. Horizon’s fee for providing 401(k)/profit sharing services range from 0.40% to 0.50% of the market value of the aggregate assets of the plan.
Fee Estimator
Location
7412 Calumet Ave, Hammond, IN, 46324-2692
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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 Investment Services, LLC.
State Registrations1 state
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