Horizon Financial
Assets Under Management
$455.8M
Number of Clients
739
Number of Advisors
11
Average Client AUM
$617K
AUM per Advisor
$41.4M
Compensation
Fee-Only (AUM)
About This Firm
Horizon Advisory Services, Inc. offers ongoing investment advice and portfolio management services on a discretionary basis. They maintain a suite of model portfolios developed and monitored by their internal investment management team. Financial planning services are provided exclusively to clients who engage them for portfolio management and are integrated into the overall advisory relationship.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fee is negotiable at the sole discretion of the firm.
Fee Estimator
The annual investment management fee is generally 1.00% of the value of the client’s assets under management, although this fee is negotiable. In addition, each client account is charged a technology fee. Accounts with an average daily balance of $5,000 or more are assessed an annual technology fee of $40, charged quarterly at $10 per quarter. Accounts with an average daily balance below $5,000 are charged $20 annually, or $5 per quarter. Clients are also responsible for third-party fees such as custodial fees and mutual fund expenses.
Areas of Practice
Location
5582 W. Henrietta Rd., West Henrietta, NY, 14586