Rebecca Mcelroy is a registered investment advisor at Horizon Wealth Advisors, based in Houston, TX, with 10 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 178 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fee is cumulative and in very limited circumstances is negotiable. Some earlier clients have different fee schedules or pay a flat fee.
Fee Estimator
Location
2603 Augusta, Suite 1400, Houston, TX, 77057
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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
Rebecca is the treasurer for Houston PetSet, an animal welfare nonprofit corporation, since 2009. She spends a few hours per week on activities such as recording deposits, paying invoices, performing bank reconciliations, and creating budgets for fundraising events.
Employment History
Current Registrations
Horizon Wealth Advisors
State Registrations1 state
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