Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Horizon Program charges a negotiated annual flat fee, not to exceed 1.75%, billed quarterly in advance. This fee does not cover investment management fees charged by the Alternative Investment Funds and Structured Products themselves, brokerage commissions, or other third-party charges. The program fee cannot be deducted directly from the Horizon account so the Client will designate on the Client Agreement another separate account custodied at HTS to debit the Program Fee directly from. There are additional HTS Administration fees associated with Alternative Investment Funds and the fee schedule of these fees is detailed on the Disclosure and Acknowledgement form the Client will complete.
Areas of Practice
Advisor Information
Office location
15301 Ventura Blvd, Building B Suite 410, Sherman Oaks, CA, 91403
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No disclosures, customer disputes, or regulatory actions on file.
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Brian is an investor and board member of LIC Development LLC, dedicating minimal time. He also works as an instructor for the CFA Society of Los Angeles and owns a software development business, spending about 10-20% of his time on the latter.