New Horizon Asset Management provides investment advice and manages portfolios for individuals, pension plans, charities, trusts, estates, corporations, and other business entities. The firm also offers advice on retirement planning, estate planning, and insurance. Fees for investment management are a percentage of the value of your portfolio and are negotiable.
Assets Under Management$65M
Clients60
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$65M
Fee Structure
Investment management only (planning not offered)
New Horizon Asset Management charges a percentage of your portfolio value for investment management. The annual fee is between 1.00% and 1.50%, and the specific rate is negotiable based on factors like account size and complexity. Fees are typically paid quarterly in advance, debited from your account at Schwab Institutional.
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