Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Horter charges an annual advisory fee based on a percentage of assets under management, assessed quarterly. The maximum annual fee is 1.99%. Fees are negotiable based on client type, asset class, and account size. Non-discretionary accounts are charged 0.1% with a $50 minimum quarterly fee. Financial planning fees range from $250 to $600 per hour or up to $5,000 as a fixed fee. Clients may also incur custodian fees and mutual fund/ETF expenses.
Areas of Practice
Advisor Information
Office location
Elkridge, MD
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a managing member of Columbia Tax Advisory Group, LLC, where he performs tax and accounting work, dedicating nearly full-time hours. He also owns Lightfield Wealth Management, providing financial planning, investment advice, and insurance products, which takes about a quarter of his time.