Craig Bram
Advisor at Horizon Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Horizon Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Horizon Capital Management, Inc.
Location
Richmond, VA
Credentials
Series 65
Industry experience
30 years
Craig Bram is a financial advisor at Horizon Capital Management, Inc. with 30 years of industry experience. He holds a Series 65 designation and has worked at Horizon Capital Management since 1995, following nine years at Synalloy Corporation. Horizon Capital Management serves individual clients by providing discretionary investment supervisory and portfolio management services, supplemented by limited financial planning on an hourly or fixed-fee basis. The firm focuses on selecting individual equities using fundamental and technical analysis, emphasizes long-term holdings with low turnover, and offers tailored account management based on each client’s risk profile and income needs.
Based on Horizon Capital Management, Inc.
Fixed fees negotiated per engagement for financial planning services; fixed annual fees for portfolio management under $300,000 accounts ($1,000 to $1,500)
$0 - $1,000,000: 0.70% $1,000,000+: 0.45%
Starting at $200 per hour for financial planning services
Minimum fee: $1,000 minimum annual fee Fee-only: Hourly rates starting at $200 per hour for financial planning services; fixed fees negotiated per engagement for financial planning
Richmond, VA
Virginia
Synalloy Corporation
2011 - 2020 (9 years)
Horizon Capital Mangement
1995 - Present (31 years)
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