EH
CFP
EH
CFP

Eric Horne

20 Years of Experience
Papillion, NE

Eric Horne is a CFP-designated registered investment advisor at Arc Element Wealth Design, based in Papillion, NE, with 20 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 21 clients with $30M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
21 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$29.5M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.10%
$500K - $2.0M0.90%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10.0M - $20.0M0.30%
$20M+0.25%

Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Papillion, NE

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Eric is an investor in SDIP VB, LLC, a real estate sales company, dedicating minimal time. He is also a hobbyist musician, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Arc Element Wealth Design
May 2024 - Present · 2 yrs
Previous Registrations
Charles Schwab & CO., INC.
February 2022 - May 2024 · 2 yrs 3 mos
Charles Schwab & CO., INC.Broker
January 2022 - May 2024 · 2 yrs 4 mos
TD Ameritrade Investment Management, LLC
February 2008 - September 2023 · 15 yrs 7 mos
TD Ameritrade, INC.
February 2008 - October 2022 · 14 yrs 8 mos
TD Ameritrade, INC.Broker
April 2006 - May 2024 · 18 yrs 1 mo
Ameritrade, INC.Broker
October 2005 - April 2006 · 6 mos
State Registrations1 state
NE
Advisor

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
No exam information available for this advisor.