Daniel Blair is a registered investment advisor at Horizon Wealth, based in Denver, CO, with 20 years of industry experience. Daniel 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 163 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Horizon Wealth provides investment management services on a negotiable fee basis, billed monthly based on the average daily balance. Fees typically range from 1.00% to 1.75% annually, but will not exceed 2.00%. Clients utilizing Market Guard's solutions pay an all-in, wrap program fee. The fee includes the advisor fee, platform fee (if applicable), model manager fee (if applicable), ETF strategist fee (if applicable), and transaction fees (for wrap program accounts only).
Location
650 S. Cherry St., Ste 825, Denver, CO, 80246
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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
Daniel is an insurance agent with various carriers, dedicating minimal time to this activity. He also owns Blair Financial Inc, a bookkeeping entity, and is a managing member of Horizon Wealth Marketing Group, LLC, spending about 10-20% of his time on the latter.
Employment History
Current Registrations
Horizon Wealth
Previous Registrations
Impact Partnership Wealth, LLC
Resources Investment Advisors
Integrum Wealth Management
Redhawk Wealth Advisors, INC.
Investment Advisors
Proequities, INC.Broker
AXA Advisors, LLCBroker
Allstate Financial Services, LLCBroker
MML Investors Services, INC.Broker
World Group Securities, INC.Broker
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.