Glenn Mosseller
Glenn Mosseller is a registered investment advisor at Horter Investment Management, LLC, based in Cincinnati, OH, with 14 years of industry experience. Glenn 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.
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
Glenn is the President/Managing Member of Roadmap Financial Consulting, LLC, a full-service financial services and business consulting firm and independent insurance agency, spending about half his time managing the business and meeting with clients. He also manages Roadmap Property And Casualty Insurance Services, LLC, an independent property & casualty insurance agency, dedicating minimal time to this.
Employment History
Current Registrations
Horter Investment Management, LLC
Previous Registrations
Jg Financial Consulting
State Registrations1 state
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.