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
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 ActivitiesSells Insurance
Barbara is a member of BABS MICHAEL, LLC for tax/investment purposes, dedicating minimal time. She also provides investment advisory services through Horizon Wealth Management, spending full-time hours on this activity. Barbara also works with Horizon Wealth West LLC, an insurance agency, dedicating a few hours per week.