Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for direct clients are negotiable and can vary. The general range is 1.00% - 2.00% annualized for Model Portfolios, Model Portfolios with Risk Assist®, and Real Spend®. The maximum management fee retained by Horizon is 1.00%, with the remainder paid to the Introducing Firm. For HCP accounts, the maximum annualized management fee is 0.75%. The minimum account size is $25,000 for Model Portfolios and $50,000 for accounts with Risk Assist® or Real Spend®. Fees for retirement plan assets range from 0.50% - 0.70%.
Areas of Practice
Advisor Information
Office location
6210 Ardrey Kell Road, Ste 300, Charlotte, NC, 28277
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
Casey works as a portfolio strategist for Horizon Investments, building customized portfolios for independent advisors. This investment consulting role takes about a quarter of their time.