Horizons Wealth Management (HWM) provides wealth management and financial planning services. HWM works with clients to determine their goals and tailor solutions to their needs. Services include retirement, investment, insurance, tax, and estate planning. HWM offers consultations and detailed financial plans, as well as ongoing investment management. Assets are held at Charles Schwab & Co, Inc.
Assets Under Management$260M
Clients286
Advisors3
Avg. per Client$900K
Avg. per Advisor$86M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.88% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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