Horan Wealth Management
Assets Under Management
$698.2M
Number of Clients
1,486
Number of Advisors
N/A
Average Client AUM
$470K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
HORAN Wealth Management (HWM) is an SEC Registered Investment Adviser offering asset management, financial planning, consulting, and retirement plan advisory services. They provide portfolio advisory services to high-net-worth individuals and institutions, requiring a minimum opening investment account size of $100,000, though this is at HWM's discretion.
Fee Structure
Fees for investment advisory services are negotiable and based on a percentage of your account value. Advisory programs may have additional fees such as platform fees, transaction fees, fees to third-party investment advisers, and clearing and custodial fees. Financial planning for non-managed advisory services is $400 for a comprehensive analysis and development of a formal Client Investment Plan, and $200 per hour for investment guidance requested. Social Security consulting is $300 for a detailed analysis and $100 for filing purposes per individual. These fees are waived if the client becomes an investment management client with over $50,000 of assets.
Areas of Practice
Location
8044 Montgomery Rd, Ste 640, Cincinnati, OH, 45236