James Horton, LLC offers continuous advice on investing client funds based on individual needs. They determine client objectives, risk tolerance, and liquidity needs through personal discussions. They manage accounts on a discretionary basis and recommend various securities. As of January 16, 2026, they managed $45,292,161 of client assets.
Assets Under Management$45M
Clients66
Advisors1
Avg. per Client$690K
Avg. per Advisor$45M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.25% to 1.00% and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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