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Algie Horton

14 Years of Experience
Melrose Park, IL
Broker

Algie Horton is a registered investment advisor at Voya Retirement Advisors, LLC, based in Melrose Park, IL, with 14 years of industry experience. Algie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,672 clients with $37B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
128 advisors
Number of Clients
7,672 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$37.5B

Fee Structure

Investment management only (planning not offered)

Voya Retirement Advisors offers Professional Management (PM), a managed account program, for a fee. The fee can be a single flat tier or a multi-tier model where the fee reduces as the account balance increases. The fees vary by plan and are considered confidential trade secrets, but the fee does not exceed 0.60% annually for the lowest asset level. The Income Beyond Retirement (IBR) feature is available at no additional cost to eligible PM enrolled participants within the Edelman Financial Engines service.

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Location

Melrose Park, IL

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Algie is a managing member of True Financial Group LLC dba ARH Solutions, a rental income LLC, dedicating a few hours per week. Algie also works as a patient transporter at Loyola University Medical Center, taking about half their time.

Employment History
Current Registrations
Voya Financial Partners, LLC
June 2023 - Present · 3 yrs 4 mos
Voya Retirement Advisors, LLC
June 2023 - Present · 3 yrs 4 mos
Voya Financial Partners, LLCBroker
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Voya Financial Partners, LLC
June 2023 - July 2023 · 1 mo
Transamerica Investors Securities CorporationBroker
May 2023 - June 2023 · 1 mo
Transamerica Retirement Advisors, LLC
May 2023 - June 2023 · 1 mo
Park Avenue Securities LLC
May 2022 - December 2022 · 7 mos
Park Avenue Securities LLCBroker
March 2022 - December 2022 · 9 mos
Nationwide Investment Advisors, LLC
September 2019 - October 2021 · 2 yrs 1 mo
Nationwide Investment Services CorporationBroker
September 2019 - October 2021 · 2 yrs 1 mo
Advice and Planning Services
January 2017 - August 2019 · 2 yrs 7 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
October 2014 - August 2019 · 4 yrs 10 mos
Metlife Securities INC.Broker
February 2009 - March 2009 · 1 mo
Chase Investment Services CORP.Broker
July 2005 - October 2005 · 3 mos
Banc One Securities CorporationBroker
November 2003 - July 2005 · 1 yr 8 mos
PFS Investments INC.Broker
May 2002 - November 2003 · 1 yr 6 mos
Pruco Securities CorporationBroker
October 2000 - March 2001 · 5 mos
State Registrations1 state
IL
AdvisorBrokerBoth

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
No exam information available for this advisor.