John Pifer is a registered investment advisor at Horizon Investments LLC, based in Charlotte, NC, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,467 clients with $8.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Horizon Investments' fees vary depending on the program and financial intermediary.
For SMA wrap programs, fees typically do not exceed 0.75% per year of the value of your investments.
For UMA wrap programs, fees typically do not exceed 0.75% per year of the value of your investments.
For MDPs, fees typically do not exceed 0.65% per year of the value of your investments.
For direct clients, the maximum annual management fee is 0.75%.
Location
6210 Ardrey Kell Road, Ste 300, Charlotte, NC, 28277
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Regulatory History (1)
Employment Separation After Allegations
December 2012Other Business Activities
John is a Regional Director at Horizon Investments, a registered investment advisor, since 2017. This activity takes nearly full-time.
Employment History
Current Registrations
Horizon Investments LLC
Quasar Distributors, LLC
Quasar Distributors, LLCBroker
Previous Registrations
Global Atlantic Distributors, LLCBroker
Prudential Annuities Distributors, INCBroker
American Skandia Marketing, INC.Broker
Susquehanna Capital GroupBroker
State Registrations5 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.