Pax Horizon Wealth Management provides investment management and financial planning services to individuals. Pax Horizon develops investment plans based on a client's goals, risk tolerance, and tax considerations. Financial planning services include business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management and tax planning strategies. Pax Horizon also offers comprehensive ongoing financial planning and project-based financial planning.
Fee Structure
Pax Horizon offers investment management services for an annual fee of 0.75% of the value of your portfolio. This fee is only available to clients who also participate in Pax Horizon's financial planning services. The fee is paid monthly, based on the average daily balance of your account.