New Horizon Wealth Management manages investment portfolios and provides financial planning for individuals and high net worth clients. The firm builds customized portfolios based on each client's goals, time horizon, and risk tolerance, and has the authority to make trades and hire outside money managers without asking first. Financial planning services, including reviews of wills, estate plans, taxes, insurance, and retirement income, are included at no extra cost for clients who have their investments managed. New Horizon Wealth Management also offers educational seminars and workshops. The firm's team includes co-owners Robert D. Foutty and Carrie L. Foutty, along with Chief Compliance Officer Robert W. Foutty.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable based on factors such as historical relationships, asset types, and account size. Financial planning is included at no additional cost.