Mark Kuhne is a registered investment advisor at Horter Investment Management, LLC, based in Cincinnati, OH, with 11 years of industry experience. Mark 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
Mark is an insurance agent at Croix River Wealth Management since 2017, selling life and health insurance, taking nearly full-time. He also solicits for Howard Capital Management for the 401k optimizer and charges fees for estate planning activities.
Employment History
Current Registrations
Horter Investment Management, LLC
Previous Registrations
Guardian Wealth Strategies, LLC
State Registrations4 states
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.