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Anthony Frambes

Horter Investment Management, LLC
5 Years of Experience
Cincinnati, OH
View SEC Summary
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Anthony Frambes is a registered investment advisor at Horter Investment Management, LLC, based in Cincinnati, OH, with 5 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,337 clients with $310M in assets under management.

Horter Investment Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
1,337 clients
Average Client Portfolio
$235K average
Assets Under Management
$314.5M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.99%

Maximum annual fee is 1.99% for standard portfolio management programs. Certain strategies like indexed retirement funds (0.50%), alternative investments (1.25%), and non-discretionary accounts (0.10%) have different rates. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

11726 Seven Gables Rd, Symmes Township, Cincinnati, OH, 45249

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Anthony is the 100% owner of AWF Management Services LLC, a holding company for business ventures and medical therapy silent investment projects. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Horter Investment Management, LLC
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Alphamark Advisors, LLC
July 2021 - July 2024 · 3 yrs
Northwestern Mutual Investment Services, LLCBroker
February 2021 - July 2021 · 5 mos
State Registrations8 states
CTFLINKYMINCNYOH
Advisor

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
No exam information available for this advisor.
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