Horizon Wealth Management, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Horizon Wealth Management offers financial planning and qualified plan consulting services. Financial planning involves defining client goals, analyzing their financial status, and developing recommendations. Qualified plan consulting assists plan fiduciaries with participant education and due diligence. Portfolio management is offered through LPL Financial.
Fee Structure
Horizon Wealth charges fees based on hourly rates ($150-$500 per hour) or a fixed retainer, as agreed upon with the client. Retainer fees are billed quarterly in advance. Fees are exclusive of brokerage commissions and other related costs. Horizon Wealth may negotiate or waive fees at its discretion.
Areas of Practice
Location
222 E. Market St., New Albany, IN, 47150