Horizons Financial Planning provides asset management services, managing custodial accounts with continuous supervision, and financial planning and consulting services to help clients understand their financial situation and set objectives. This includes reviewing financial goals, tax planning, asset allocation, risk management, and retirement planning. Recommendations are tailored to each client's Investment Policy Statement.
Assets Under Management$73M
Clients72
Advisors1
Avg. per Client$1M
Avg. per Advisor$73M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.85% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.50% |
| $1.0M - $5.0M | 0.30% |
| $5M+ | 0.25% |
Asset management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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