Horizon Financial is a registered investment advisor that provides ongoing portfolio management and investment advice on an authority-to-trade-without-asking basis. The firm creates model portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds, tailored to each client's goals, risk tolerance, and time horizon. Horizon Financial also provides financial planning services exclusively to clients who engage them for portfolio management, covering cash flow, net worth, education funding, retirement planning, tax and insurance considerations, and estate planning. The firm primarily serves individuals, families, trusts, and retirement accounts. Additionally, certain personnel are separately registered to sell commission-based securities and insurance products.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable at the sole discretion of the firm. Accounts also incur a technology fee ($40 annually for balances of $5,000 or more, or $20 annually for balances under $5,000).