Kingston Horizon Advisors offers investment advice to pension plans, businesses, non-profits, government entities, trusts, families, and individuals. Kingston Horizon Advisors creates customized investment strategies using mutual funds, exchange-traded funds, individual stocks, and bonds. The firm also offers financial planning services covering investment planning, retirement planning, personal savings, and education savings.
Assets Under Management$100K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$100K
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.85% |
| $750K - $1.0M | 0.75% |
| $1.0M - $1.5M | 0.63% |
| $1.5M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.38% |
| $5M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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