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
Covington, IN
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
Brooke is self-employed as an insurance producer and estate planner, dedicating about half of her time to this. She also works as an attorney referrer/plan delivery in insurance and estate planning, spending about 10-20% of her time on this activity.