Glenda Jensen is a registered investment advisor at Horter Investment Management, LLC, based in Cincinnati, OH, with 17 years of industry experience. Glenda 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
No disclosures, customer disputes, or regulatory actions on file.
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Glenda is the President of Golden Retirement Solutions DBA Jensen Financial Group, a financial planning business. She dedicates nearly full-time hours to this role, meeting with clients to review their retirement preparedness.
Employment History
Current Registrations
Horter Investment Management, LLC
State Registrations2 states
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