Horizon Capital Management provides investment management services to individuals, high net worth individuals, and pension and profit-sharing plans. Horizon works with clients to understand their financial goals and risk tolerance, then develops an investment plan tailored to their needs. Horizon manages client portfolios on a discretionary basis, meaning they can make trades without prior approval. Horizon also offers sub-advisory services to other investment professionals.
Assets Under Management$120M
Clients43
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.20% |
Minimum portfolio value is generally $1,000,000. Minimum annual fee is $10,000. HCM may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where HCM deems it appropriate under the circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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