Horizon Capital Management manages investment accounts for individuals and small businesses. Horizon uses a hands-on approach to managing your investments, and they make investment decisions for you without asking for permission each time. Horizon's goal is to grow your assets when the market is doing well and protect your assets when the market is not doing well. They invest in stocks, mutual funds, and exchange-traded funds.
Assets Under Management$2.6M
Clients35
AdvisorsN/A
Avg. per Client$74K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $350K | 1.50% |
| $350K+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.