Anthony Frambes is a registered investment advisor at Horter Investment Management, LLC, based in Cincinnati, OH, with 5 years of industry experience. Anthony 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.
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Anthony is the 100% owner of AWF Management Services LLC, a holding company for business ventures and medical therapy silent investment projects. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Horter Investment Management, LLC
Previous Registrations
Alphamark Advisors, LLC
Northwestern Mutual Investment Services, LLCBroker
State Registrations8 states
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