Horizon Wealth Management

Assets Under Management

$945.8M

Number of Clients

2,401

Number of Advisors

6

Average Client AUM

$394K

AUM per Advisor

$157.6M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Horizon Wealth Management offers investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, businesses, charitable organizations, and retirement plans. They provide customized investment solutions and financial plans based on client goals and objectives. They also offer retirement plan advisory services.

Fee Structure

Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Location

22 Calendar Court, 2nd Floor, La Grange, IL, 60525

6 Advisors at this firm

Horizon Wealth Management | TrueAdvisor