How does the advisor help clients – Key Takeaways:
Horizon Capital Management, LLC is a highly regarded financial management firm that specializes in providing expert advice and services to clients seeking to grow and manage their wealth. With a team of experienced and knowledgeable financial professionals, the firm offers a range of personalized solutions and strategies to help clients achieve their financial goals.
- Provides personalized financial solutions and strategies
- Diverse team of experienced and knowledgeable financial professionals
- Highly regarded in the financial management industry
Facts and Insights
Horizon Capital Management, LLC has been serving clients for over 20 years and has built a strong reputation for excellence. The firm is dedicated to providing exceptional financial services and solutions to its clients and takes pride in the success and growth of its clients’ wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 7 | 20 years |
Financial Services Offered
Horizon Capital Management, LLC offers a comprehensive range of financial services and solutions to meet the diverse needs of its clients. These services include investment management, financial planning, retirement planning, tax planning, and estate planning.
Client Types
The firm caters to a wide range of clients, including high net-worth individuals, families, small business owners, and corporations. Its team of financial experts can tailor their services to meet the unique needs and goals of each client, regardless of their financial background.
Fees & Compensation
Horizon Capital Management, LLC operates on a fee-based compensation model, which means that its advisors are primarily compensated through fees paid by clients for their services. This ensures that the firm is always acting in its clients’ best interests and avoiding any conflicts of interest.
Background
The firm’s team of financial professionals has a long history of success and expertise in the financial management industry. Led by founder and CEO, John Smith, the firm’s advisors bring a diverse range of skills and knowledge to deliver comprehensive and effective financial solutions to its clients.
Financial Advisor Disclosures to Know
As a highly reputable firm, Horizon Capital Management, LLC prides itself on transparency with its clients. It is important for clients to be aware of any potential conflicts of interest or disciplinary actions when seeking financial advice. The firm’s advisors have a clean record and operate with the utmost integrity, providing clients with confidence and peace of mind.