Horizon Family Wealth offers investment advice and financial planning services to individuals and other clients. As a legally required fiduciary, Horizon Family Wealth aims to understand clients' financial situations and goals to provide suitable advice. Services include comprehensive portfolio management and financial planning & consulting, covering areas like retirement, estate, tax, and education planning.
Fee Structure
Horizon Family Wealth offers Comprehensive Portfolio Management where clients receive both investment management and financial planning. The annual fee will not exceed 1.65% of the value of your investments. Fees are calculated quarterly, in advance, based on the portfolio value at the end of the previous quarter. Adjustments are made for deposits and withdrawals during the quarter, except for 529 accounts, donor advised funds, employer plans such as 401(k) retirement plans and annuities.
If a third-party investment manager is used, the combined annual fee will not exceed 2.50%.