Horowitz & Company is a registered investment advisor based in Fort Lauderdale, Florida, providing personalized investment management and financial planning services. Founded in 1991 and led by Andrew A. Horowitz, the firm offers multiple investment strategies tailored to client goals, including active growth strategies, diversified model portfolios, and global asset allocations through independent account custodians like Charles Schwab and Interactive Brokers. Horowitz & Company also provides standalone financial consulting, retirement plan consulting for employers, and tax preparation services. The firm emphasizes custom portfolio construction using fundamental, technical, and quantitative analysis, while accommodating individual client restrictions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Portfolio management fees are negotiable based on the amount of assets under management, selected strategies, range of investments, complexity of financial circumstances, and scope of services. The maximum annual rate will not exceed 2.0%.