Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are paid quarterly, in advance, and range up to 1.50% annually, based on factors like service complexity and asset level. Financial planning is offered hourly at $250 or fixed fees from $500 to $3,000, negotiable based on service complexity. Retirement plan advisory fees vary. The firm includes covered costs as part of its overall investment advisory fee through the Horizon Wrap Fee Program.
Areas of Practice
Advisor Information
Office location
1880 Century Park East, Ste 1008, Los Angeles, CA, 90067
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Customer Dispute
December 2004Other Business ActivitiesSells Insurance
Bruce is involved with Heymont & Company, Inc. and another entity, both related to non-variable insurance, dedicating about half of his time to each. He also provides investment advisory services through Horizon Wealth Management, an independent investment advisor firm, dedicating full-time hours.