Benjamin Smith is a registered investment advisor at Horizon Wealth, based in Denver, CO, with 8 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 163 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Horizon Wealth provides investment management services on a negotiable fee basis, billed monthly based on the average daily balance. Fees typically range from 1.00% to 1.75% annually, but will not exceed 2.00%. Clients utilizing Market Guard's solutions pay an all-in, wrap program fee. The fee includes the advisor fee, platform fee (if applicable), model manager fee (if applicable), ETF strategist fee (if applicable), and transaction fees (for wrap program accounts only).
Location
650 S. Cherry St., Ste 825, Denver, CO, 80246
Get directionsHistory
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 ActivitiesSells Insurance
Benjamin is an independent life insurance agent for The Impact Partnership, LLC, recommending and selling life insurance and fixed indexed annuities, dedicating about half of his time. He is also the President/Owner of LegacySmith, offering wealth management, insurance, and annuities, spending about a quarter of his time, and a Financial Advisor for Vision Wealth and EPT Estate Planning Team, spending minimal time coordinating with trustees and attorneys to invest trust funds.
Employment History
Current Registrations
Horizon Wealth
Previous Registrations
Impact Partnership Wealth, LLC
Resources Investment Advisors
Brookstone Capital Management LLC
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.