Horizon Investment Counsel assists clients with their investment plans by managing portfolios. Horizon meets with clients to discuss their financial needs, time horizon, investment objectives, and risk tolerance. Horizon manages Foundation Equity portfolios, focusing on large company stocks, and Dividend Champions portfolios, focusing on dividend-paying stocks. Horizon purchases securities for the long term, but will sell under certain conditions.
Assets Under Management$5.6M
Clients22
Advisors1
Avg. per Client$250K
Avg. per Advisor$5.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1000K | 1.25% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.50% |
Fees are negotiable for accounts over $3 million. Separate fee schedule for fixed income accounts: First $1,000,000: 0.75%, Next $2,500,000: 0.50%, Over $3,000,000: 0.35%
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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