John Bryant is a registered investment advisor at Horizon Investments LLC, based in Charlotte, NC, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,467 clients with $8.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Horizon Investments' fees vary depending on the program and financial intermediary.
For SMA wrap programs, fees typically do not exceed 0.75% per year of the value of your investments.
For UMA wrap programs, fees typically do not exceed 0.75% per year of the value of your investments.
For MDPs, fees typically do not exceed 0.65% per year of the value of your investments.
For direct clients, the maximum annual management fee is 0.75%.
Location
6210 Ardrey Kell Road, Ste 300, Charlotte, NC, 28277
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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.
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John works as a Portfolio Strategist for Horizon Investments, spending about a quarter of his time consulting clients on investment management. He also serves as an assistant wrestling coach at Charlotte Latin School, dedicating about 10-20% of his time.
Employment History
Current Registrations
Horizon Investments LLC
Quasar Distributors, LLCBroker
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
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.