Robert Sweet is a CFA-designated registered investment advisor at Horizon Investment Services, LLC., based in Hammond, IN, with 4 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 325 clients with $320M 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 | 0.65% |
| $2.0M - $4.0M | 0.65% |
| $4.0M - $6.0M | 0.65% |
| $6M+ | 0.65% |
Fees are subject to negotiation. For investment sub-advisory clients and unaffiliated wrap programs, Horizon charges an annual fee ranging from 0.30% to 0.65% of the assets in such accounts. For providing the model portfolios to the program sponsor, Horizon charges an annual licensing fee ranging from 0.15% to 0.50% of assets under management, depending on the model portfolio selected. Horizon’s fee for providing 401(k)/profit sharing services range from 0.40% to 0.50% of the market value of the aggregate assets of the plan.
Fee Estimator
Location
7412 Calumet Ave, Hammond, IN, 46324-2692
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is the president and member of Dedicated Development, LLC, a real estate investment company, and the owner of Innovations, an editorial consulting business since 1997. He dedicates minimal time to these activities.
Employment History
Current Registrations
Horizon Investment Services, LLC.
State Registrations1 state
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