Horizon Wealth Management offers investment management and financial planning services. Horizon creates customized investment strategies using mutual funds and exchange-traded funds, and may also use individual stocks and bonds. Horizon also provides financial planning services covering areas like retirement, education, and insurance needs. Horizon acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$1.1B
Clients1,306
Advisors6
Avg. per Client$820K
Avg. per Advisor$180M
www.linkedin.com/company/horizonwealthmanagemen... ·www.facebook.com/horizonwealthlagrange ·www.horizonwealth.biz
Fee Structure
Planning is included in investment management (also available separately)
Horizon Wealth Management's investment advisory fee is based on the value of your portfolio and is charged quarterly, in advance. The annual fee can be up to 1.50% depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees may be negotiable.
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