Barbara Abundiz
Barbara Abundiz is a CFP-designated registered investment advisor at Horizon Wealth Management, based in Los Angeles, CA, with 17 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,306 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Horizon Wealth Management's investment advisory fee is based on the value of your portfolio and is charged quarterly, in advance. The annual fee can be up to 1.50% depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees may be negotiable.
Location
1880 Century Park East, Ste 1008, Los Angeles, CA, 90067
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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 ActivitiesSells Insurance
Barbara is a member of BABS MICHAEL, LLC for tax/investment purposes, dedicating minimal time. She also provides investment advisory services through Horizon Wealth Management, spending full-time hours on this activity. Barbara also works with Horizon Wealth West LLC, an insurance agency, dedicating a few hours per week.
Employment History
Current Registrations
Horizon Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
State Registrations10 states
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