Matthew Terry is a CFP-designated registered investment advisor at Horizon Investments LLC, based in Charlotte, NC, with 19 years of industry experience. Matthew 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
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.
Learn about disclosures →Other Business Activities
Matthew works as a consultant and regional director for Horizon Investments, promoting investment models and funds to financial advisors. This activity is investment-related and takes nearly all of Matthew's time.
Employment History
Current Registrations
Horizon Investments LLC
Quasar Distributors, LLC
Quasar Distributors, LLCBroker
Previous Registrations
Foreside Financial Services, LLCBroker
Northern Lights Distributors, LLCBroker
Symmetry Partners
Mbsc Securities Corporation
Mbsc Securities CorporationBroker
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
UBS Financial Services INC.Broker
State Registrations4 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.