Horizons Planning Corporation (HPC) provides investment management advice, primarily to clients holding mutual funds, exchange-traded funds (ETFs), and variable annuity contracts. HPC offers its own investment management service (Financial Coaching & Wealth Management), a market timing service (Strategic Journal Transfers), and outside vendors' services. HPC helps clients determine their financial goals and risk tolerance, then recommends suitable money management services. They also offer financial planning for partnerships and corporations.
Assets Under Management$70M
Clients151
Advisors4
Avg. per Client$460K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable and discounts may be provided.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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