Assets Under Management
$455.8M
Number of Clients
739
Number of Advisors
11
Average Client AUM
$617K
AUM per Advisor
$41.4M
Compensation
Fee-Only (AUM)
Horizon Advisory Services, Inc. offers ongoing investment advice and portfolio management services on a discretionary basis. They use model portfolios tailored to client's financial circumstances, goals, and risk tolerance. Financial planning is integrated into their advisory relationship and delivered verbally through ongoing meetings.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fee is negotiable at the sole discretion of the firm.
5582 W. Henrietta Rd., West Henrietta, NY, 14586