Horizon Investments Review


Trust Score 97%
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Horizon Investments, federally registered in 2000, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 17 advisors. Horizon Investments manages $3.2 billion and provides investment advisory services for 2,582 clients (1:152 advisor/client ratio).

The annual fee for advisory services ranges between 1.00% and 2.00% of assets under management.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 18 years

Considerations


  • There is only one licensed advisor for every 152 clients (industry average 1:50)
  • Firm may recommend proprietary investments and products that generate larger commissions than other similar non-proprietary products
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes The annual fee for advisory services ranges between 1.00% and 2.00% of assets under management.
Minimum Investment $25,000
Minimum Annual Fee $0
Average Account AUM $1,243,006
Hybrid Advisor No
Disciplinary History No
Total AUM $3.2 billion
Advisor / Client Ratio 1:152
Headquarters Charlotte, NC
SEC Filings Forms and Brochures


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