Ryan Bram is a registered investment advisor at Horizon Capital Management, INC., based in Henrico, VA, with 2 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 21 clients with $29M 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 | 0.70% |
| $1M+ | 0.45% |
Subject to a minimum annual fee of $1,000. For accounts less than $300,000, Horizon Capital offers a fixed fee schedule: less than $100,000, the fixed annual fee is $1,000; $100,001 to $200,000, the fixed annual fee is $1,250; greater than $200,000, the fixed annual fee is $1,500. All fees are negotiable.
Fee Estimator
Location
Henrico, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan works as a Senior Financial Analyst at Dominion Energy, a regulated utility company. He dedicates nearly full-time hours to this role, focusing on special projects and capital funding.
Employment History
Current Registrations
Horizon Capital Management, INC.
State Registrations1 state
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