tag
How does the advisor help clients – Key Takeaways:
HORIZON ADVISORS, LLC is a financial advisory firm that helps clients achieve their financial goals through personalized strategies and expert advice. With a team of highly experienced financial advisors, they provide comprehensive financial solutions to individuals, families, and businesses.
- Provides personalized financial strategies and advice
- Highly experienced team of financial advisors
- Comprehensive financial solutions for individuals, families, and businesses
Facts and Insights
HORIZON ADVISORS, LLC has been in the financial advisory business for over 15 years, and during this time they have successfully managed over $10 billion in assets. They have a team of over 50 advisors who specialize in various areas of financial planning, including retirement planning, investment management, and estate planning.
Their expert team stays up-to-date with the latest financial trends and market insights, ensuring that their clients’ portfolios are always optimized for growth and stability.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $10 billion | 50+ | 15+ years |
Financial Services Offered
HORIZON ADVISORS, LLC offers a wide range of financial services to meet the diverse needs of their clients, including:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Education planning
- Insurance services
Client Types
HORIZON ADVISORS, LLC works with a variety of clients, including:
- Individual investors
- Families and multi-generational wealth
- Business owners and entrepreneurs
- Retirees
Fees & Compensation
HORIZON ADVISORS, LLC is a fee-based firm, which means they charge a percentage of the assets they manage for their clients. This aligns their interests with their clients and ensures that they are always working towards the best possible outcomes.
The exact fees charged may vary depending on the complexity of a client’s financial situation and their specific needs. HORIZON ADVISORS, LLC believes in transparency and will always fully disclose any fees and compensation structures to their clients before entering into an agreement.
Background
HORIZON ADVISORS, LLC was founded in 2005 with the mission to provide individualized and unbiased financial advice for their clients. They are a privately owned firm and hold themselves to the highest standards of integrity and professionalism.
Financial Advisor Disclosures to Know
As a financial expert, HORIZON ADVISORS, LLC is held to strict regulatory standards and is required to disclose any potential conflicts of interest or disciplinary actions. They provide full transparency and encourage clients to ask questions and fully understand their services and recommendations.