Facts and Insights
Horizon Founders Capital, LLC is a trusted financial advisory firm that specializes in providing comprehensive financial planning and investment management services to clients. The firm was founded in 2009 by a team of experienced and knowledgeable financial experts who share a common goal of helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business
As of 2019, Horizon Founders Capital manages over $500 million in assets under management. The firm has a team of 10 financial advisors, each with an average of 15 years of experience in the industry. Horizon Founders Capital has been in business for 10 years and has established a strong reputation for delivering exceptional financial services to its clients.
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2015 | $200 million | 8 |
| 2016 | $250 million | 9 |
| 2017 | $300 million | 9 |
| 2018 | $400 million | 10 |
| 2019 | $500 million | 10 |
Financial Services Offered
Horizon Founders Capital offers a wide range of financial services to its clients including financial planning, investment management, retirement planning, estate planning, tax planning, and risk management. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial life to create a comprehensive and personalized plan.
Client Types
Horizon Founders Capital caters to individuals, families, and small business owners who are seeking professional guidance in managing their finances and achieving their financial goals. The firm also works with high-net-worth clients, providing them with tailored financial services to help them preserve and grow their wealth.
Fees & Compensation
Horizon Founders Capital charges a fee based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with those of its clients and that there are no conflicts of interest. The firm is committed to transparency and discloses all fees and expenses to its clients.
Background
The team at Horizon Founders Capital is led by [Founder Name], who brings over 20 years of experience in the financial industry. [Founder Name] is a Certified Financial Planner (CFP) and has a deep understanding of investment strategies and financial markets. The team also includes [Advisor Names], all of whom have extensive knowledge and expertise in financial planning and investment management.
Financial Advisor Disclosures to Know
Horizon Founders Capital holds itself to the highest ethical and professional standards. As a registered investment advisor, the firm is required to disclose any potential conflicts of interest and disciplinary actions. Clients can access this information through the firm’s Form ADV, which is filed with the Securities and Exchange Commission (SEC).
How does the advisor help clients – Key Takeaways
– Horizon Founders Capital, LLC is a trusted and experienced financial advisory firm that offers a wide range of financial services to clients.
– The firm has a strong track record of managing assets and helping clients achieve their financial goals.
– The team at Horizon Founders Capital has a wealth of knowledge and expertise in financial planning and investment management.
– The firm’s fee structure ensures that its interests are aligned with those of its clients, and it is committed to transparency in all aspects of its services.
– Clients can access all relevant disclosures through the firm’s Form ADV, filed with the SEC.