William Horsfall and Associates offers financial planning and consulting services to individuals and families, covering areas like investment, retirement, estate, and education planning. They also provide referrals to third-party money managers, assisting clients in selecting a suitable firm and reviewing their performance. The firm does not directly manage client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
William Horsfall and Associates does not directly manage investments. Instead, they refer clients to third-party money managers. These managers pay William Horsfall and Associates a portion of the investment advisory fee they charge you for managing your account. The third-party managers will provide their own fee disclosures.
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