Horizon Wealth Investment Solutions provides investment management and financial planning services tailored to individual client needs. They specialize in retirement investing, income replacement strategies, and financial independence. Horizon Wealth may use third-party money managers and platform providers to implement investment strategies. Financial planning is included with investment management, but standalone financial planning is also available for a separate fee.
Fee Structure
Horizon Wealth provides investment management services on a negotiable fee basis, billed monthly based on the average daily balance. Fees typically range from 1.00% to 1.75% annually, but will not exceed 2.00%. Clients utilizing Market Guard's solutions pay an all-in, wrap program fee. The fee includes the advisor fee, platform fee (if applicable), model manager fee (if applicable), ETF strategist fee (if applicable), and transaction fees (for wrap program accounts only).