Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees can be hourly ($125-$350/hour) or fixed (between $0 and $15,000 per project or ongoing). Asset management fees generally range from 0.50% to 2.00% per year, but are negotiable based on account size and complexity. Financial consulting is done on a fixed fee basis, between $500 and $4,000 per year. Fees are negotiable. A $100 withdrawal fee may be charged for clients withdrawing funds from a strategy offered by Camelot Portfolios.
Areas of Practice
Advisor Information
Office location
2300 Middlebury St., Elkhart, IN, 46516
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Customer Dispute
May 2004Other Business ActivitiesSells Insurance
Richard is involved in several business activities, including Midwest Health Connection LLC (insurance agent), rental property management, property management through Horner Investment Properties LLC, and Horner Accounting & Tax Services LLC. He also owns Horner Insurance LLC and dedicates minimal time to insurance sales management.