Horizon Financial Services offers investment management using subadvisors, financial planning, and consulting services. Investment strategies are tailored to each client's situation. Horizon also offers co-advisor services with Advisory Alpha, LLC. Seminars and workshops are held to educate the public on retirement and financial planning.
Assets Under Management$210M
Clients400
Advisors5
Avg. per Client$530K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Horizon Financial Services offers several investment management options:
- Asset Management: Annual fee between 0.60% and 2.00% of your portfolio, paid monthly.
- Variable Annuity Solution: Annual fee between 0.60% and 1.00% of your portfolio, paid quarterly.
- Mutual Fund Direct Solution: Negotiable flat percentage with a maximum rate of 1% annually, paid quarterly.
- Donor Advised Funds: No fees charged by Horizon Financial Services.
- Co-Advisor Services: Maximum annual fee of 1.70%, billed monthly or quarterly.
- ERISA 3(21) Services: Maximum annual fee of 1% of plan assets, billed quarterly.
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