How does the advisor help clients – Key Takeaways:
HORIZON INVESTMENTS LLC is a leading financial advisory firm that specializes in offering comprehensive wealth management services to individuals, families, and businesses. With years of experience in the financial industry, the team at HORIZON INVESTMENTS LLC is highly knowledgeable and provides personalized solutions that align with their clients’ financial goals and objectives.
Facts and Insights
HORIZON INVESTMENTS LLC was founded in 2005 and has since then grown to become a trusted and reputable advisor to their clients. The firm has a team of over 100 advisors who are committed to delivering exceptional financial services. With a client-centric approach, HORIZON INVESTMENTS LLC has been able to build long-term relationships with their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $10 billion | 100+ | 16 years |
Financial Services Offered
HORIZON INVESTMENTS LLC offers a wide range of financial services to cater to the diverse needs of their clients. These include investment management, retirement planning, tax planning, estate planning, risk management, and more. Whatever your financial goals may be, the advisors at HORIZON INVESTMENTS LLC have the expertise and knowledge to help you achieve them.
Client Types
HORIZON INVESTMENTS LLC serves a range of clients, from high-net-worth individuals to small business owners. They believe that every client has unique financial needs and they tailor their services accordingly. They also work with clients from various professions, including doctors, lawyers, engineers, and more.
Fees & Compensation
HORIZON INVESTMENTS LLC charges a fee for their services, which is typically a percentage of the assets under management. This fee structure is transparent and ensures that the advisors’ interests are aligned with those of their clients. The firm does not receive any commission or compensation from the products they recommend, ensuring unbiased and objective advice.
Background
HORIZON INVESTMENTS LLC was founded by a team of experienced and knowledgeable financial advisors who saw the need for a client-centric wealth management firm. With a commitment to providing personalized solutions and exceptional service, the firm has been able to thrive and grow in the competitive financial industry.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is important to be aware of their disclosures. HORIZON INVESTMENTS LLC takes transparency seriously and discloses all relevant information to their clients. This includes any conflicts of interest, fees, and compensation, as well as any past legal or regulatory actions.