The Horst Group provides financial planning and investment management services to individuals, families, and businesses. Financial planning covers areas like retirement, taxes, estate, and insurance. Investment management is tailored to each client's goals and risk tolerance. The Horst Group may recommend third-party professionals, but clients are not obligated to use them. The firm uses outside managers, Dimensional Fund Advisors and Ethic, Inc., as sub-advisors.
Assets Under Management$26M
Clients42
Advisors1
Avg. per Client$610K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fee may be negotiable. If THG utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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