Horizon Financial Advisors provides personalized investment advice, including asset management and financial planning. They offer financial plans covering investment, retirement, insurance, and tax planning. Horizon Financial Advisors also provides consulting services. Representatives are typically independent contractors, not employees. They manage accounts on a non-discretionary basis, requiring client approval before implementing changes.
Fee Structure
Horizon Financial Advisors manages investments through their Horizon FlexChoice Program. The fee ranges from 0.75% to 1.50% per year, based on factors like client type, complexity, and assets managed. Fees are deducted from your account quarterly. A minimum of $100,000 is required to establish an account, but exceptions may be granted.