True Horizon Wealth Advisors provides investment advice to individuals and other clients. As a fiduciary, True Horizon acts in the client's best interest. Services include comprehensive portfolio management, retirement plan consulting, and portfolio monitoring. True Horizon also offers a wrap fee program. Tax preparation services are provided by an affiliate, Springer Rudy & Co. Inc., at no additional cost to Comprehensive Portfolio Management clients.
Assets Under Management$38M
Clients51
Advisors1
Avg. per Client$740K
Avg. per Advisor$38M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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