Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fee is negotiable at the sole discretion of the firm.
Fee Estimator
The annual investment management fee is generally 1.00% of the value of the client’s assets under management, although this fee is negotiable. In addition, each client account is charged a technology fee. Accounts with an average daily balance of $5,000 or more are assessed an annual technology fee of $40, charged quarterly at $10 per quarter. Accounts with an average daily balance below $5,000 are charged $20 annually, or $5 per quarter. Clients are also responsible for third-party fees such as custodial fees and mutual fund expenses.
Areas of Practice
Advisor Information
Office location
5582 West Henrietta Road, West Henrietta, NY, 14586
Get directionsRegulatory History
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 Activities
Carrie is associated with Horizon Advisory Services, Inc. as a Registered Investment Advisor (RIA), dedicating nearly full-time hours to this role.