Horizon Wealth Management offers financial planning and retirement plan consulting services to individuals, high-net-worth individuals, trusts, corporate pension and profit-sharing plans, charitable institutions, and foundations. Horizon Wealth Management does not provide direct portfolio management services or wrap fee programs through its registered investment advisor entity; instead, portfolio management and brokerage services are offered through its professionals in their separate capacities with LPL Financial and Stratos Wealth Partners. Horizon Wealth Management charges for its services either through hourly rates ranging from $150 to $500 per hour or via a fixed retainer fee agreed upon with the client.
Fee Structure
Horizon Wealth Management offers fixed retainer fees for ongoing advisory services as agreed upon between the client and advisor. The retainer is billed quarterly in advance and is adjusted annually.
- Hourly consulting — $150 to $500 per hour depending on the employee's experience and ability for financial planning and advisory services.
- Fixed retainer planning — Custom fixed retainer fee agreed upon with the client, billed quarterly in advance.