East Horizon Investments manages investment portfolios and provides personalized financial planning for individuals, families, and institutions. Founded in 2011, the firm builds long-term relationships through a collaborative process to establish clear objectives tailored to each client's unique priorities and constraints. Investment management services focus on broad portfolio allocation across asset classes, utilizing fundamental analysis for security selection and incorporating individual securities and funds. For clients who also engage East Horizon Investments for investment management, financial planning is typically provided as a complimentary service. For clients choosing financial planning as a standalone service, consultations are billed on an hourly basis. The firm operates on a fee-only basis, meaning compensation comes solely from direct client fees rather than commissions on financial products. East Horizon Investments does not impose a minimum account size and acts as a legally required fiduciary for its clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable under extraordinary circumstances.
