Paul Fousek
Paul Fousek is a registered investment advisor at Horizon Wealth Management, based in La Grange, IL, with 25 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,306 clients with $1.1B 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 | 1.50% |
Fees range up to 1.50% annually based on factors such as portfolio complexity and asset size. Fees may be negotiable.
Fee Estimator
Location
22 Calendar Court, 2nd Floor, La Grange, IL, 60525
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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
Paul is involved in several business activities, primarily related to wealth management through Horizon Wealth Management and its DBAs, taking up a significant amount of his time. He also has real estate rental ventures and is a Business Fellow at Norwich University.
Employment History
Current Registrations
Horizon Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward JonesBroker
State Registrations28 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
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