Julie Ahrens
Julie Ahrens is a registered investment advisor at Horter Investment Management, LLC, based in Cincinnati, OH, with 11 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,302,710 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Horter Investment Management charges an annual advisory fee based on a percentage of the value of your investments, assessed quarterly. The maximum annual fee is 1.99%, which includes investment management, program administration, and financial professional compensation. Fees may be negotiable based on factors like client type and account size. Horter offers different portfolio management programs with varying fees. For retirement plan asset management using indexed funds, the fee is 0.50%. Non-discretionary accounts are charged 0.1% with a $50 minimum quarterly fee.
Location
11726 Seven Gables Rd, Symmes Township, Cincinnati, OH, 45249
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Regulatory History (1)
Regulatory
August 2006Other Business ActivitiesSells Insurance
Julie is self-employed, selling insurance and annuities since 1986. She also assists clients with setting up revocable living trusts and other estate planning documents, dedicating about 10-20% of her time to these activities.
Employment History
Current Registrations
Horter Investment Management, LLC
Previous Registrations
Roosevelt Equity CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.