Horizon Financial offers ongoing investment advice and portfolio management on a discretionary basis. They start by understanding your financial situation and goals, then recommend and implement a tailored investment strategy. Horizon uses model portfolios developed and maintained by their internal investment team, using mutual funds, ETFs, stocks, and bonds. Financial planning is provided exclusively to investment management clients and is integrated into the advisory relationship, often delivered verbally.
Assets Under Management$460M
Clients739
Advisors9
Avg. per Client$620K
Avg. per Advisor$51M
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Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The investment management fee is negotiable at the sole discretion of the firm.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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