Horizon Ridge Advisors is a registered investment advisor based in Mesa, Arizona, providing portfolio management and financial planning services. Horizon Ridge Advisors helps clients build customized investment strategies using model portfolios developed by third-party providers, while also offering broad-based financial planning covering cash flow, retirement, insurance, education savings, and estate analysis. Horizon Ridge Advisors operates on a discretionary or non-discretionary basis depending on client preference. Additionally, certain representatives of Horizon Ridge Advisors are licensed insurance agents through affiliated entities, offering insurance products separately from advisory services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard annual fee is 1.50%, not to exceed 2.00%. Fees are negotiable based on account size, anticipated future assets, household accounts, and complexity.