Marc Horner
Marc Horner is a CFP-designated registered investment advisor at Pure Financial Advisors, LLC, based in Wheaton, IL, with 25 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 7,509 clients with $11B 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 $350K | 1.60% |
| $350K - $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
For client relationships exceeding $10 million, advisory fees are negotiable.
Fee Estimator
Location
104 East Roosevelt Road, Suite 100, Wheaton, IL, 60187
Get directionsHistory
Regulatory History (1)
Regulatory
July 2019Other Business ActivitiesSells Insurance
Marc is the president of HighTide Media LLC, focused on financial education, and a member of Long Point Properties, LLC, which owns commercial real estate. He also sells life insurance through Ash Brokerage, dedicating minimal time to each activity.
Employment History
Current Registrations
Pure Financial Advisors, LLC
Previous Registrations
Fairhaven Wealth Management, LLC
Triad Advisors LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.