John Pifer
John Pifer is a registered investment advisor at Horizon Investments LLC, based in Charlotte, NC, with 19 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,467 clients with $8.5B 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 | 0.75% |
Fees vary by program and are negotiable, but typically do not exceed 0.75% annually for wrap programs and custom portfolios, and 0.65% for model delivery platforms. Certain specialized 403(b) strategies may charge up to 2.00%.
Fee Estimator
Location
6210 Ardrey Kell Road, Ste 300, Charlotte, NC, 28277
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2012Other Business Activities
John is a Regional Director at Horizon Investments, a registered investment advisor, since 2017. This activity takes nearly full-time.
Employment History
Current Registrations
Horizon Investments LLC
Quasar Distributors, LLC
Quasar Distributors, LLCBroker
Previous Registrations
Global Atlantic Distributors, LLCBroker
Prudential Annuities Distributors, INCBroker
American Skandia Marketing, INC.Broker
Susquehanna Capital GroupBroker
State Registrations5 states
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
More Advisors
- Casey Hazen, CFAHorizon Investments LLC
- Jeffrey Stirling, CFPHorizon Investments LLC
- Matthew Terry, CFPHorizon Investments LLC
- Andrew Deangelis, CFAVenture Visionary Partners LLC
- Chad Wilfong, CFPWells Fargo Advisors
- Justin Viviano, CFPModera Wealth Management, LLC