Terence Horan is a ChFC-designated registered investment advisor at Horan Wealth, LLC, based in Cincinnati, OH, with 45 years of industry experience. Terence is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 1,436 clients with $1.5B 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Schedule reflects the HCA program rates. The HSI program has a separate tiered schedule starting at 1.00% down to 0.70% for assets over $2M. Fees are negotiable.
Fee Estimator
Location
8044 Montgomery Rd,, Ste 640, Cincinnati, OH, 45236
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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
Terence is an investment committee member for the Dominican Sisters of Nashville and a board member for the University of Cincinnati Economics Center. Both roles are uncompensated and do not involve unilateral discretion over monetary expenditures.
Employment History
Current Registrations
Horan Wealth, LLC
M Holdings Securities, INC.Broker
Previous Registrations
Horan Capital Advisors, LLC
Horan Wealth Management
One Orchard Equities, INC.Broker
Horan Securities, INC.Broker
Aetna Investment Services, INC.Broker
Prudential Retirement Services, INC.Broker
Prudential Asset Management Company Securities CorporationBroker
Benefitscorp Equities, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
The Great-West Life Assurance CompanyBroker
State Registrations14 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.
Exams
More Advisors
- Brian Jura, CFAHoran Wealth, LLC
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- Todd Hibner, CFAHoran Wealth, LLC
- Thomas Reitzes, CFPHoran Wealth, LLC