Gerald Horwitz is a registered investment advisor at E. A. Horwitz LLC, based in Weston, FL, with 55 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 369 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
E.A. Horwitz, LLC charges a percentage of your portfolio for ongoing monitoring, ranging from 0.625% to 2.00% per year, billed quarterly in advance. This fee may be negotiable. No advisory fee is charged on fixed income securities, cash, or money markets. Open-ended mutual funds are billed on a per-fund basis, and ticket charges may apply to mutual fund trades.
Location
Weston, FL
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Regulatory History (1)
Customer Dispute
July 1990Other Business Activities
Gerald is associated with Horwitz & Associates, a DBA for securities business, and E.A. Horwitz LLC, a Registered Investment Advisor. He also serves as a trustee on two different client accounts.
Employment History
Current Registrations
E. A. Horwitz LLC
Previous Registrations
Lasalle St Securities, L.L.C.Broker
Western International Securities, INC.Broker
Horwitz & Associates, INC.
Insight Securities, INC.Broker
Thomson Mckinnon Securities INC.Broker
State Registrations1 state
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.