Michael Congdon is a registered investment advisor at Horizon Financial, based in West Henrietta, NY, with 5 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 734 clients with $510M 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 | 1.00% |
Fees are negotiable at the sole discretion of the firm. Accounts also incur a technology fee ($40 annually for balances of $5,000 or more, or $20 annually for balances under $5,000).
Fee Estimator
Location
5582 West Henrietta Rd., West Henrietta, NY, 14586
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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 Activities
Michael is an administrator/manager at The Horizon Group, responsible for oversight and management of the investment brokerage firm.
Employment History
Current Registrations
Horizon Financial
State Registrations10 states
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