Horizon Wealth Management provides personalized investment management and financial planning services to individuals, high-net-worth families, trusts, estates, businesses, and charitable organizations. Horizon builds customized investment portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds, operating under a bundled fee structure where trading and administrative costs are included. In addition to managing portfolios, Horizon offers financial planning covering retirement, education savings, insurance, and investment strategies. Horizon also provides retirement plan consulting services for businesses. Horizon acts legally required to act in your best interest as a financial advisor.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range up to 1.50% annually based on factors such as portfolio complexity and asset size. Fees may be negotiable.