Chad Amerson
Chad Amerson is a registered investment advisor at New Horizon Asset Management, based in Hot Springs, AR, with 23 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 60 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
New Horizon Asset Management charges a percentage of your portfolio value for investment management. The annual fee is between 1.00% and 1.50%, and the specific rate is negotiable based on factors like account size and complexity. Fees are typically paid quarterly in advance, debited from your account at Schwab Institutional.
Location
1700 Malvern Avenue, Hot Springs, AR, 72901
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 →Other Business ActivitiesSells Insurance
Chad is an insurance agent.
Employment History
Current Registrations
New Horizon Asset Management
Previous Registrations
Capital Financial Advisors
Raymond James Financial Services
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.