E.A. Horwitz, LLC offers investment advice and manages portfolios, allocating assets among cash, stocks, and bonds. They evaluate existing assets and make recommendations. The firm also offers comprehensive financial planning involving identifying objectives, gathering information, analyzing, developing a plan, implementing, and tracking progress.
Assets Under Management$220M
Clients369
Advisors10
Avg. per Client$600K
Avg. per Advisor$22M
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Fee Structure
Investment management only (planning not offered)
E.A. Horwitz, LLC charges a percentage of your portfolio for ongoing monitoring, ranging from 0.625% to 2.00% per year, billed quarterly in advance. This fee may be negotiable. No advisory fee is charged on fixed income securities, cash, or money markets. Open-ended mutual funds are billed on a per-fund basis, and ticket charges may apply to mutual fund trades.
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