Ronald Reitz is a CFP-designated registered investment advisor at Horizon Wealth Management, based in La Grange, IL, with 5 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,306 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Horizon Wealth Management's investment advisory fee is based on the value of your portfolio and is charged quarterly, in advance. The annual fee can be up to 1.50% depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees may be negotiable.
Location
22 Calendar Court, 2nd Floor, La Grange, IL, 60525
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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.
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Ronald operates Horizon Wealth Management as a DBA for his LPL business and is also an Investment Advisor Representative (IAR) through Horizon Wealth Management, LLC. He dedicates full-time hours to these investment-related activities.
Employment History
Current Registrations
Horizon Wealth Management
LPL Financial LLCBroker
Previous Registrations
Lincoln InvestmentBroker
Lincoln Investment
Capital Analysts
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
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.