Craig Bram is a registered investment advisor at Horizon Capital Management, INC., based in Richmond, VA, with 30 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 21 clients with $29M 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 | 0.70% |
| $1M+ | 0.45% |
Subject to a minimum annual fee of $1,000. For accounts less than $300,000, Horizon Capital offers a fixed fee schedule: less than $100,000, the fixed annual fee is $1,000; $100,001 to $200,000, the fixed annual fee is $1,250; greater than $200,000, the fixed annual fee is $1,500. All fees are negotiable.
Fee Estimator
Location
Richmond, VA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Horizon Capital Management, INC.
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.