Jeffrey Stirling is a CFP-designated registered investment advisor at Horizon Investments LLC, based in Charlotte, NC, with 13 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,467 clients with $8.5B 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 | 0.75% |
Fees vary by program and are negotiable, but typically do not exceed 0.75% annually for wrap programs and custom portfolios, and 0.65% for model delivery platforms. Certain specialized 403(b) strategies may charge up to 2.00%.
Fee Estimator
Location
6210 Ardrey Kell Road, Ste 300, Charlotte, NC, 28277
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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
Horizon Investments LLC
Quasar Distributors, LLC
Quasar Distributors, LLCBroker
Previous Registrations
Fs Investment Solutions, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations8 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.
Exams
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