| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fee is negotiable at the sole discretion of the firm.
5582 West Henrietta Road, West Henrietta, NY, 14586
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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 →Jonathan works as an Investment Advisor Representative (IAR) for Horizon Advisory Services, an independent RIA. This is a nearly full-time commitment.