Horizon Capital Management provides investment management services and limited financial planning to individuals. Investment management is tailored to each client's risk profile and income needs. Financial planning involves providing input to a third-party financial planner regarding the client's investments. Craig Bram is the sole owner and employee of the company.
Assets Under Management$29M
Clients21
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.70% |
| $1M+ | 0.45% |
Subject to a minimum annual fee of $1,000. For accounts less than $300,000, Horizon Capital offers a fixed fee schedule: less than $100,000, the fixed annual fee is $1,000; $100,001 to $200,000, the fixed annual fee is $1,250; greater than $200,000, the fixed annual fee is $1,500. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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