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Craig Bram

Advisor at Horizon Capital Management, Inc.

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Firm

Horizon Capital Management, Inc.

Location

Richmond, VA

Credentials

Series 65

Industry experience

30 years

About

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.

Client services

Based on Horizon Capital Management, Inc.

Portfolio management

Expertise

Based on Horizon Capital Management, Inc.

Income planning Tax-loss harvesting Charitable giving tax strategies

Fee options

Fixed

Fixed fees negotiated per engagement for financial planning services; fixed annual fees for portfolio management under $300,000 accounts ($1,000 to $1,500)

Percentage

$0 - $1,000,000: 0.70% $1,000,000+: 0.45%

Project-based

Starting at $200 per hour for financial planning services

Other

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

Location

Richmond, VA

Most active in

Virginia

Work history

Synalloy Corporation

2011 - 2020 (9 years)

Horizon Capital Mangement

1995 - Present (31 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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