Colin Lee is a CFP-designated registered investment advisor at Horizon Wealth Advisors, based in Houston, TX, with 11 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 178 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fee is cumulative and in very limited circumstances is negotiable. Some earlier clients have different fee schedules or pay a flat fee.
Fee Estimator
Location
2603 Augusta, Suite 1400, Houston, TX, 77057
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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 →Employment History
Current Registrations
Horizon Wealth Advisors
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations1 state
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