Horizon Financial Advisors offers ongoing investment management services to clients with separately managed accounts. They work with clients to understand their financial situation, goals, and risk tolerance to create a tailored investment strategy. Horizon Financial Advisors typically invests client assets in mutual funds, exchange traded funds (ETFs), stocks, bonds, real estate investment trusts (REITs), limited partnerships, and private placements. The firm does not participate in wrap fee programs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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