How does the advisor help clients – Key Takeaways:
The Horton Fund, managed by a team of experienced financial experts, provides a range of financial services to clients, including portfolio management, retirement planning, and tax planning. The fund prides itself on delivering personalized and comprehensive strategies to help clients achieve their financial goals.
Facts and Insights
The Horton Fund was founded in 2005 and is headquartered in New York City. As of 2021, the fund manages over $1 billion in assets for clients. The team is made up of 15 financial advisors, each with years of experience in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management ($) | Number of Advisors |
|---|---|---|
| 2005 | Over $1 billion | 15 |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education funding
- Insurance consulting
Client Types
The Horton Fund caters to a diverse range of clients, including high net worth individuals, families, and small business owners. They also work with corporate clients, providing customized financial solutions for their employees.
Fees & Compensation
The Horton Fund believes in transparency and works on a fee-based model. Clients are charged a percentage of their assets under management, which aligns their interests with the fund. They also offer hourly consultations for specific financial planning needs.
Background
The Horton Fund was founded by John Horton, a financial expert with over 25 years of experience in the industry. He is a Certified Financial Planner (CFP) and has a Masters in Business Administration (MBA) from a top business school. The team at the Horton Fund is made up of highly educated and experienced individuals who are passionate about helping their clients achieve financial success.
Financial Advisor Disclosures to Know
- The Horton Fund has a fiduciary duty to act in the best interests of their clients.
- The fund and its advisors are regulated by the Securities and Exchange Commission (SEC).
- The Horton Fund does not have any disciplinary actions or disclosures on record.
- The fund does not engage in any conflicts of interest and always prioritizes the clients’ needs and goals.