Donald Kwarta is a registered investment advisor at Horizon Financial, based in West Henrietta, NY, with 8 years of industry experience. Donald 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 Road, 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
Donald is involved with Horizon Advisory Services, providing financial planning and investment advice since 2018. He dedicates nearly full-time hours to trading and investment advisory activities.
Employment History
Current Registrations
Horizon Financial
Previous Registrations
Ssn Advisory, INC.
State Registrations2 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.