Justin Horowitz is a registered investment advisor at Birch Creek Capital, LLC, based in Wynnewood, PA, with 16 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $64M 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% |
Fee Estimator
Location
308 E Lancaster Ave, Ste 300, Wynnewood, PA, 19096
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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 →Employment History
Current Registrations
Birch Creek Capital, LLC
Previous Registrations
Alliancebernstein Investments, INC.Broker
Goldman, Sachs & CO.Broker
State Registrations2 states
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