Horter Investment Management, LLC
Assets Under Management
$278.0M
Number of Clients
1,302,710
Number of Advisors
26
Average Client AUM
$213.393
AUM per Advisor
$10.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Horter Investment Management provides tailored investment advice, considering client goals, risk tolerance, and financial situation. They manage accounts on a discretionary or non-discretionary basis, guided by client objectives and tax considerations. The firm's Investment Committee selects investment opportunities and evaluates portfolio performance, including Multi Manager Portfolios.
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
Location
11726 Seven Gables Rd, Symmes Township, Cincinnati, OH, 45249