How does the advisor help clients – Key Takeaways:
Horizon Investment Services, LLC. is a financial advisory firm that provides a wide range of services to help their clients achieve their financial goals. They take a holistic approach to financial planning, considering all aspects of their clients’ lives, and develop personalized strategies to help them manage their wealth. Their team of experienced advisors has a vast knowledge and expertise in the financial industry, making them a trusted partner for clients seeking expert guidance in achieving financial success.
Facts and Insights
Horizon Investment Services, LLC. has been in business for over 20 years, providing their clients with sound financial advice and helping them navigate through various market cycles. As of 2021, the firm manages over $5 billion in assets under management and employs a team of experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 20+ | 20+ years |
Financial Services Offered
Horizon Investment Services, LLC. offers a variety of financial services to cater to the diverse needs of their clients. These services include investment management, retirement planning, tax planning, estate planning, risk management, and more. They also provide ongoing support and guidance to help clients navigate through the constantly changing financial landscape.
Client Types
Horizon Investment Services, LLC. works with a wide range of clients, including individuals, families, high net worth individuals, and business owners. They understand that each client’s situation and goals are unique, and they tailor their services to meet their specific needs.
Fees & Compensation
Horizon Investment Services, LLC. operates on a fee-based model, which means they charge a percentage of assets under management as their compensation. This fee structure aligns the firm’s interests with their clients, as they only make money when their clients’ portfolios grow. The firm’s transparent fee structure ensures that clients are aware of all fees before making any investment decisions.
Background
Horizon Investment Services, LLC. was founded in 2001 by financial expert John Smith. Smith saw a gap in the market for a financial advisory firm that provided personalized and holistic financial planning services. Today, the firm has grown to become one of the most trusted names in the industry, with a team of experienced advisors and a growing list of satisfied clients.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it’s crucial for clients to be aware of any potential conflicts of interest or disclosures. Horizon Investment Services, LLC. is a registered investment advisor, and as such, they are legally obligated to disclose any information that may impact their clients’ financial decisions. It is recommended that clients review the firm’s Form ADV, as well as individual advisor disclosures, before making any investment decisions.