Horizon Investments LLC
Assets Under Management
$5.4B
Number of Clients
1,481
Number of Advisors
23
Average Client AUM
$3.6M
AUM per Advisor
$232.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Horizon Investments, LLC offers investment advisory services to direct clients, wrap fee programs, retirement plans, and pooled investment vehicles. They manage client accounts utilizing asset allocation strategies and provide model portfolios for various platforms. Their investment process combines quantitative and qualitative research.
Fee Structure
Fees for direct clients are negotiable, ranging from 1.00% to 2.00% annually for Model Portfolios, Model Portfolios with Risk Assist®, and Real Spend®. The maximum 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%. Retirement plan fees range from 0.50% to 0.70%. The minimum account size is $25,000 for Model Portfolios and $50,000 for Risk Assist® or Real Spend® accounts. Fees are negotiable and can vary from client to client.
Areas of Practice
Location
6210 Ardrey Kell Road, Ste 300, Charlotte, NC, 28277