HORAN Wealth manages investment portfolios and provides personalized financial planning and consulting services for individuals, families, and institutions. HORAN Wealth creates custom investment strategies using mutual funds, exchange-traded funds, stocks, bonds, and alternative investments, managing accounts on both discretionary and non-discretionary bases. Financial planning services cover cash flow analysis, net worth assessments, risk management, tax planning, education funding, and estate planning, alongside specialized services for business owners and retirement plans. The firm typically requires a minimum account size of $100,000, though this is at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Schedule reflects the HCA program rates. The HSI program has a separate tiered schedule starting at 1.00% down to 0.70% for assets over $2M. Fees are negotiable.