Hornsby Asset Management offers investment advisory services, managing client portfolios on a discretionary basis. Hornsby uses various strategies to reduce risk and increase performance, investing in stocks, ETFs, bonds, and other securities. Hornsby tailors its services to each client's needs based on their individual circumstances and any restrictions they wish to place on their investments. As of the latest filing, Hornsby manages about $9.3 million in client assets.
Assets Under Management$9.6M
Clients93
Advisors1
Avg. per Client$100K
Avg. per Advisor$9.6M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Hornsby Asset Management charges an annual management fee based on the types of investments in your portfolio, payable quarterly in advance.
- Mutual funds, stocks, ETFs, and fixed income securities: 1.50% per year
- Accounts that buy or sell options: 1.75% per year
- Variable annuities or variable life insurance acquired prior to Hornsby's involvement: 1.16% per year
- Variable annuities or variable life insurance researched and acquired by Hornsby: 1.16% per year
These fees may be negotiable in unusual circumstances, at Hornsby's discretion.
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