Horizon Wealth Advisors is a fee-only financial advisor providing wealth management and investment advisory services. Horizon creates financial plans tailored to each client's needs, covering investments, insurance, retirement, education, and estate planning. Horizon also manages investments based on a written Investment Policy Statement, using mutual funds, ETFs, stocks, and bonds. Horizon monitors investments and rebalances portfolios.
Assets Under Management$410M
Clients178
Advisors7
Avg. per Client$2.3M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$11,250
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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