Gerald Horwitz is a registered investment advisor at E. A. Horwitz LLC, based in Weston, FL, with 56 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, Retirement Planning. Their firm serves 369 clients with $270M 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 | 2.00% |
Fees range from 0.625% to 2.00% of portfolio assets, payable quarterly in advance. Fees may be negotiable under certain circumstances. No advisory fee is charged on fixed income securities or cash and money markets.
Fee Estimator
Location
Weston, FL
Get directionsHistory
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.
Exams
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