Horizon Advisors is a registered investment advisor that provides personalized investment management and financial planning services to individuals, trusts, estates, charitable organizations, and small businesses. Founded by Justin Owens in 2019 and based in Rome, Georgia, the firm focuses on building tailored investment portfolios and offering comprehensive financial guidance covering retirement, tax strategies, estate planning, cash flow management, insurance, and business planning. Horizon Advisors emphasizes a holistic approach to help clients achieve their financial goals while managing risk and investment costs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable and may be lower for certain clients based on account size, pre-existing relationships, or anticipated asset growth. Employees and their family members typically pay lower or no fees.
