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
11726 Seven Gables Rd, Symmes Township, Cincinnati, OH, 45249
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
Mark is an insurance agent at Croix River Wealth Management since 2017, selling life and health insurance, taking nearly full-time. He also solicits for Howard Capital Management for the 401k optimizer and charges fees for estate planning activities.