Horter Investment Management offers continuous investment advice tailored to each client's needs, considering their goals, risk tolerance, and financial situation. Horter's advisors meet with clients regularly to review their financial condition and accounts. The firm manages accounts using various strategies, including multi-manager portfolios and custom portfolios. Horter also offers financial planning services, providing clients with a detailed written plan to help them achieve their financial goals. Horter may recommend alternative investments.
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.