Horizon Wealth Management
Assets Under Management
$945.8M
Number of Clients
2,401
Number of Advisors
6
Average Client AUM
$394K
AUM per Advisor
$157.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Horizon Wealth Management provides customized investment advisory solutions through continuous client interaction and discretionary investment management. They construct diversified portfolios using mutual funds, ETFs, individual stocks, and fixed-income securities. Financial planning services cover investment, retirement, education, and insurance needs. They also offer retirement plan advisory services to company retirement plans.
Fee Structure
Investment management fees are paid quarterly, in advance, and range up to 1.50% annually, based on factors like service complexity and asset level. Financial planning is offered hourly at $250 or fixed fees from $500 to $3,000, negotiable based on service complexity. Retirement plan advisory fees vary. The firm includes covered costs as part of its overall investment advisory fee through the Horizon Wrap Fee Program.
Areas of Practice
Location
22 Calendar Court, 2nd Floor, La Grange, IL, 60525