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How does the advisor help clients – Key Takeaways:
Horizon Technology Finance is a financial services firm that specializes in providing investment advice and financial solutions to clients. With a team of experienced advisors, they offer a wide range of services to help clients achieve their financial goals.
Facts and Insights:
Horizon Technology Finance has been in business for over 18 years and has built a strong reputation for providing reliable and effective financial solutions. They have a team of over 50 experienced advisors who are dedicated to helping clients make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $4.5 billion | 50+ | 18+ years |
Financial Services Offered:
- Portfolio management
- Retirement planning
- Estate planning
- Investment advice
- Tax planning
- Risk management
Client Types:
Horizon Technology Finance serves a diverse range of clients, including individuals, families, businesses, and institutions. They work closely with each client to understand their unique financial needs and provide tailored solutions to meet their goals.
Fees & Compensation:
Horizon Technology Finance charges a fee for their services based on the assets under management. This fee is charged on a quarterly basis and is calculated as a percentage of the total assets being managed. They are committed to transparency and will always provide clients with a clear breakdown of all fees and charges.
Background:
The team at Horizon Technology Finance is made up of highly qualified and experienced financial advisors with a deep understanding of the markets and the financial landscape. They continuously stay up-to-date on the latest industry trends and developments to provide clients with the best possible advice.
Financial Advisor Disclosures to Know:
As with any financial services firm, it is important for clients to be aware of certain disclosures about Horizon Technology Finance. These include potential conflicts of interest, any past disciplinary actions, and the firm’s policies on managing and safeguarding client information.