Brian Novellin is a registered investment advisor at Horizon Financial, based in West Henrietta, NY, with 12 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 739 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The investment management fee is negotiable at the sole discretion of the firm.
Fee Estimator
Location
5582 West Henrietta Rd., West Henrietta, NY, 14586
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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
Brian works for Horizon Advisory Services, Inc. full-time, including full-time during trading hours.
Employment History
Current Registrations
Horizon Financial
Private Client Services, LLCBroker
Previous Registrations
Securities America, INC.Broker
Securities Service Network, LLCBroker
Ameriprise Financial Services, INC.Broker
State Registrations10 states
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