Financial Horizons, Inc. offers investment management and financial advice to individuals, trusts, and pension and profit sharing plans. The firm helps clients determine their financial objectives, manages their investments, and provides retirement planning services. Financial Horizons is a fee-only firm, meaning it does not receive commissions for buying or selling investments.
Assets Under Management$160M
Clients17
AdvisorsN/A
Avg. per Client$9.6M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $700K | 1.50% |
| $700K - $1.4M | 1.25% |
| $1.4M - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Fees may be negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.