Horizon Wealth Advisors offers financial planning and asset management services. Financial planning focuses on long-term financial goals through investments, tax planning, and retirement planning. Asset management provides continuous supervision of client accounts, making trades when necessary. Horizon Wealth Advisors typically uses mutual funds, fixed income securities, and equities to build diversified portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $60.0M | 0.35% |
| $60M+ | 0.35% |
Fees may be negotiable based on the amount of assets under management, the complexity of the managed assets, the number of accounts Horizon Wealth Advisors is managing for the particular client as well as the accounts for related persons of the client, other relationships or history Horizon Wealth Advisors has with the client, or potential future assets that may be invested with Horizon Wealth Advisors. If the managed account consists only of fixed-income securities, an annual fee of up to .30% of assets under management with a minimum annual fee of $3,000 will be charged.