Kaitlin Hyland is a registered investment advisor at Horizon Wealth Management, based in La Grange, IL, with 5 years of industry experience. Kaitlin 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, High Net Worth, and 4 more. Their firm serves 1,306 clients with $1.1B 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% |
Fees range up to 1.50% annually based on factors such as portfolio complexity and asset size. Fees may be negotiable.
Fee Estimator
Location
22 Calendar Court, 2nd Floor, La Grange, IL, 60525
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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 Wealth Management
Previous Registrations
Cresset Asset Management, LLC
Horizon Wealth Management
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.
Exams
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