Growth Horizons Wealth Management (GHWM) offers investment advice and financial planning to individuals, high net-worth individuals, and businesses. GHWM develops investment plans based on clients' goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. Financial planning services cover areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. GHWM also offers retirement plan consulting services to employer plan sponsors.
Assets Under Management$58M
Clients86
Advisors1
Avg. per Client$680K
Avg. per Advisor$58M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 0.90% |
Fees are negotiable. Additional fees apply when using third-party model marketplaces (Nucleus/AIM), Personalized Index Engine (PIE), and Tax Overlay Services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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