BLUE HORIZON Wealth Management offers financial planning and investment management advice to individuals, families, trusts, estates, and charitable organizations. BLUE HORIZON works with clients to define their financial goals and develop strategies to reach them. Services include financial health assessments, financial fitness planning, and ad hoc consultations. BLUE HORIZON is a fee-only advisor and does not sell financial products or receive third-party compensation.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Health and Financial Fitness Services: BLUE HORIZON charges $100 per hour for these services. The total fee is based on the estimated time required, and half is due upfront, with the remainder due upon delivery of the plan. Monthly payments can be arranged.
- Ad Hoc Consultation Services: BLUE HORIZON charges $150 per hour for these services.
Hourly Rate:$100 - $150/hr
Loading...