Horowitz & Company offers investment advice and financial planning to individuals, families, and businesses. The firm provides services such as financial planning, portfolio management, and pension consulting. Investment advice is tailored to each client's needs and objectives. Horowitz & Company may recommend sub-advisers to manage client portfolios.
Fee Structure
Horowitz & Company charges a percentage of the value of your investments each year. The exact rate is negotiable, but it will not exceed 2.0% annually. This fee does not include brokerage commissions or other transaction fees. Fees are typically deducted from your account monthly or quarterly. The minimum investment for the TDI Managed Growth Strategy is $50,000, for eNVESTOLOGY® it is $25,000, and for Global Allocations it is $500,000.