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How does the advisor help clients – Key Takeaways:
HOROWITZ & COMPANY, INC. is a reputable financial firm that offers clients a range of services to help them reach their financial goals. With a team of experienced and knowledgeable advisors, clients can expect personalized guidance and strategies tailored to their specific needs and circumstances.
Some key takeaways about how HOROWITZ & COMPANY, INC. helps clients are:
- Offers a wide range of financial services
- Works with all types of clients, including individuals and businesses
- Transparent and fair fee structure
- Exemplary reputation and track record
Facts and Insights
HOROWITZ & COMPANY, INC. has been in business for over 20 years, serving clients with their financial needs. In this time, the firm has built a strong reputation for its expertise and integrity. The firm currently manages over $500 million in assets and has a team of 10 advisors, each with their own specialized areas of expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
HOROWITZ & COMPANY, INC. offers a comprehensive range of financial services that cover all aspects of wealth management. This includes:
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
- Business succession planning
Client Types
HOROWITZ & COMPANY, INC. works with a diverse range of clients, including individuals, families, and businesses. The firm has experience managing finances for clients from various industries and backgrounds, allowing them to understand and cater to the unique needs and goals of each client.
Fees & Compensation
HOROWITZ & COMPANY, INC. has a transparent and fair fee structure. The firm charges a percentage of assets under management, ensuring that their interests are aligned with their clients’. Additionally, the firm may charge an hourly or flat fee for certain services, such as financial planning.
Background
HOROWITZ & COMPANY, INC. was founded by financial expert, Mr. John Horowitz, in 1998. With over 30 years of experience in the financial industry, Mr. Horowitz leads a team of highly skilled and knowledgeable advisors who are dedicated to providing exceptional service and results for their clients.
Financial Advisor Disclosures to Know
As a reputable and ethical firm, HOROWITZ & COMPANY, INC. adheres to all necessary regulations and disclosures. Some key disclosures clients should be aware of include:
- The firm has no disclosure events in its record.
- The firm has a fiduciary duty to act in the best interests of its clients.
- The firm may receive compensation from third-party product providers.
- The firm does not have any conflicts of interest.