Blue Horizon Equity provides investment advisory and portfolio management services through various programs, including wrap-fee programs such as the Unified Managed Account Program and the Advisor as Portfolio Manager Program, as well as third-party money manager programs. The firm creates personalized investment strategies and works with clients to align portfolios with their financial goals and risk tolerances. In addition to investment management, the firm offers traditional financial planning—covering areas such as retirement planning, insurance analysis, education funding, and tax-efficient investing strategies—as well as consulting services for retirement plans under federal retirement plan rules. Blue Horizon Equity works with individuals, tax-qualified retirement plans, and other institutions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum advisor fee is 1.75% per year. Additional administrative fees, strategist fees, and minimum account fees of $99 apply depending on the program.