Matthew Bond

Horizon Investments LLC

24 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Horizon Investments LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

23 advisors

Number of Clients

1,481 clients

Average Client Portfolio

$3.6M average

Assets Under Management

$5.4B

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

6210 Ardrey Kell Road, Ste 300, Charlotte, NC, 28277

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Matthew works as a wholesaler for Horizon Investments, providing Investment Advisor Services (IAS). This investment-related activity takes nearly full-time hours.