Hornor, Townsend & Kent, LLC is a registered investment advisor and broker-dealer that offers investment advisory services through third-party asset managers, financial planning and consulting services, and retirement plan consulting. The firm provides clients with access to professionally managed model portfolios, comprehensive or focused financial planning covering retirement, estate planning, and budgeting, and guidance on employer-sponsored retirement plans. Hornor, Townsend & Kent operates through a network of investment advisor representatives who help clients tailor strategies based on their individual goals, risk tolerance, and time horizon. The firm maintains affiliations with insurance and financial companies, including Penn Mutual, and utilizes clearing and custodial services through Pershing, LLC.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.