Charles Horonzy is a CFP-designated registered investment advisor at Focused Up Financial, LLC, based in Riverside, IL, with 7 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 26 clients with $13M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Clients will incur an additional fee from the Sub Advisor for investment management services. For accounts with less than $1,000,000 the fee will exceed the above stated fee unless otherwise negotiated by FUF.
Fee Estimator
Contact
Charles Horonzy
Location
Riverside, IL
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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
Charles works as a Tax Pro for Intuit, dedicating approximately 38% of his time. He is also an independent contractor for Bluestem Financial Advisors, LLC, dedicating about a quarter of his time, but this relationship ended in April 2018.
Employment History
Current Registrations
Focused Up Financial, LLC
State Registrations2 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.
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