Robert Horowitz Wealth Management provides personalized financial planning and investment management services to individuals, trusts, and families. Operating as a registered investment advisor, the firm follows a long-term, globally diversified investing approach using low-cost index funds and mutual funds, with a strong focus on minimizing costs and tax impacts. Robert Horowitz Wealth Management offers discretionary investment management and helps clients address key financial questions regarding retirement, cash flow, and balance sheet efficiency. The firm operates on a strict fee-only basis, accepting no commissions, product sales fees, or finder's fees. Typical clients include busy professionals and retired individuals or couples. In addition to investment management, the firm occasionally offers hourly financial advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
The minimum annual fee is $8,000. Fees may be waived or reduced at the firm's discretion, and certain grandfathered accounts maintain older, lower fee schedules.