How does the advisor help clients – Key Takeaways:
As a financial expert in the industry, Horizon Capital LLP offers a wide range of financial services to its clients. Their team of experienced advisors are dedicated to providing personalized and comprehensive solutions to help clients achieve their financial goals.
Facts and Insights
Founded in 2009, Horizon Capital LLP has been in business for over a decade, establishing a trusted reputation in the financial industry. With a team of over 100 advisors, they have accumulated over $500 million in assets under management. This showcases their expertise in managing and growing their clients’ wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 100+ | Founded in 2009 |
Financial Services Offered
Horizon Capital LLP offers a comprehensive range of financial services to meet their clients’ diverse needs. These include portfolio management, retirement planning, estate planning, tax planning, and risk management. They utilize advanced financial analysis tools and techniques to create customized plans for each of their clients.
Client Types
Horizon Capital LLP caters to a diverse clientele, ranging from high net worth individuals to corporate clients. They understand that each client has unique financial needs and goals, and they tailor their services accordingly to provide the best possible solutions.
Fees & Compensation
As a fiduciary, Horizon Capital LLP always acts in the best interest of their clients. They believe in full transparency and disclose all fees and compensation to their clients upfront. They offer competitive fee structures that are based on a percentage of assets under management, ensuring that their incentives are aligned with their clients’ success.
Background
Horizon Capital LLP was founded by a team of seasoned financial professionals who shared a common goal of providing exceptional financial services to their clients. With their expertise and dedication, they have built a successful firm that is known for its integrity, expertise, and client-centric approach.
Financial Advisor Disclosures to Know
As a registered investment advisor, Horizon Capital LLP must abide by strict regulations and disclosures. They are committed to providing full transparency to their clients and follow all regulations set by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).
In conclusion, Horizon Capital LLP is a leading financial advisor that is dedicated to providing personalized and comprehensive financial solutions to help their clients achieve their financial goals. With their expertise, experience, and commitment to transparency, they are a trusted partner for individuals and businesses seeking to grow and secure their wealth.