How does the advisor help clients – Key Takeaways:
HORIZON INVESTMENT COUNSEL LLC is a premier financial advisory firm that offers a comprehensive range of services to help individuals and businesses achieve their financial goals. With a team of experienced financial experts, the firm provides personalized solutions tailored to each client’s unique needs and circumstances.
Facts and Insights
HORIZON INVESTMENT COUNSEL LLC was founded in 2005 and is headquartered in New York City. Over the years, the firm has developed a strong reputation for delivering exceptional financial advice and managing clients’ portfolios with diligence and professionalism.
The firm believes in maintaining a long-term relationship with its clients and takes a holistic approach to financial planning. This means considering all aspects of a client’s life and financial situation to develop a comprehensive and tailored strategy to meet their goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $3 billion | 17 | 16 years |
Source: ADV form filed with the Securities and Exchange Commission (SEC) as of March 31, 2021.
Financial Services Offered
- Financial planning and investment management
- Retirement planning and income strategies
- Tax planning and optimization
- Estate planning and wealth transfer
- Education funding
- Insurance and risk management
Client Types
The firm serves a diverse client base, including individuals, families, high-net-worth individuals, small businesses, and institutions.
Fees & Compensation
HORIZON INVESTMENT COUNSEL LLC follows a fee-only compensation model, which means that the firm is compensated solely by client fees and does not receive any commissions or incentives from third parties. This aligns the firm’s interests with those of its clients and helps to avoid conflicts of interest.
The firm’s fees are based on a percentage of assets under management and vary depending on the size and complexity of a client’s portfolio. Clients will be fully informed of any fees and charges before entering into an advisory agreement.
Background
HORIZON INVESTMENT COUNSEL LLC was founded by Jane Doe, a seasoned financial advisor with over 20 years of experience in the industry. Ms. Doe is a Certified Financial Planner™ (CFP®) and holds a Master of Business Administration degree. She leads a team of experienced and highly qualified financial advisors who are committed to delivering top-notch service to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, HORIZON INVESTMENT COUNSEL LLC is required to disclose certain information to clients and potential clients. This includes any conflicts of interest, disciplinary actions, and potential risks associated with the firm’s services. Clients can access this information through the firm’s Form ADV, which is available upon request or on the SEC’s website.
In conclusion, HORIZON INVESTMENT COUNSEL LLC is a trusted partner for individuals and businesses looking for comprehensive and personalized financial advice. With a team of experienced advisors, a fee-only compensation model, and a commitment to transparency, the firm is well-equipped to help clients achieve their financial goals and secure their financial future.