Horoky Private Wealth is an investment advisory firm based in South Bend, Indiana, founded by Christopher Louis Horoky. The firm provides ongoing portfolio management tailored to each client's specific goals, time horizon, and risk tolerance. Services include creating personalized investment strategies, asset allocation, asset selection, and regular portfolio monitoring. Horoky Private Wealth primarily invests client money in mutual funds, fixed income securities, annuities, individual equities, exchange-traded funds, and treasury inflation-protected bonds. In addition to investment management, the firm's team also offers insurance products through a separate entity, creating a potential conflict of interest regarding product recommendations. The firm does not have any account minimums, making its services accessible to individuals at various wealth levels.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable and based on the average daily balance of the client's account throughout the billing period.