Horizon Advisors offers personalized financial planning and investment management. Services include creating financial plans and managing investments for individuals, trusts, estates, charitable organizations, and small businesses. They work with clients to determine financial objectives and offer individual, business, and specialty planning services. They also offer ongoing and project-based financial planning.
Assets Under Management$8.3M
Clients72
Advisors1
Avg. per Client$120K
Avg. per Advisor$8.3M
www.linkedin.com/company/horizon-advisors-rome ·horizonromeadv.com ·www.facebook.com/horizonadvisorsllc
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable and may be lower based on client type, account size, and other factors. Lower or no management fees are generally charged to Horizon employees and their family members.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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