Sharese Abbadessa is a registered investment advisor at Horizon Family Wealth, INC., based in Chicago, IL, with 13 years of industry experience. Sharese operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 99 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Horizon Family Wealth offers Comprehensive Portfolio Management where clients receive both investment management and financial planning. The annual fee will not exceed 1.65% of the value of your investments. Fees are calculated quarterly, in advance, based on the portfolio value at the end of the previous quarter. Adjustments are made for deposits and withdrawals during the quarter, except for 529 accounts, donor advised funds, employer plans such as 401(k) retirement plans and annuities.
If a third-party investment manager is used, the combined annual fee will not exceed 2.50%.
Location
250 South Wacker Drive, Suite 220, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Horizon Family Wealth, INC.
Previous Registrations
LPL Financial LLCBroker
Raymond James Financial Services, INC.Broker
State Registrations1 state
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.