Horicon Wealth Management offers investment advice and financial planning to individuals and pension/profit sharing plans. As a fee-only firm, Horicon Wealth Management is only compensated by its clients. Services include developing investment plans, managing portfolios, and providing financial planning on topics like retirement, insurance, and estate planning. Horicon Wealth Management may recommend outside investment managers.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
www.linkedin.com/company/horicon-wealth-mgmt ·horiconwealthmgmt.com ·www.linkedin.com/in/scott-doyle11
Fee Structure
Minimum Investment:None
Planning is charged separately
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.95% |
| $5M+ | 0.90% |
If HWM 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
$0$500K$1M$5M$20M
Estimated Annual Fee
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