Advisor at Horizon Capital Management, LLC
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Firm
Horizon Capital Management, LLC
Location
Lake Forest, IL 60045
Credentials
Series 65
Industry experience
21 years
James Pattie is the sole advisor at Horizon Capital Management, LLC in Lake Forest, Illinois. He holds a Series 65 designation and has 21 years of industry experience, including 22 years with Horizon Capital Management. Horizon Capital Management provides discretionary investment management to individuals, high-net-worth clients, and pension or profit-sharing plans, and also offers sub-advisory asset management to other registered investment advisers. The firm’s approach is based on Modern Portfolio Theory, emphasizing diversified allocations, a buy-and-hold strategy, and regular portfolio reviews.
Based on Horizon Capital Management, LLC
$0 - $1,000,000: 1.0% $1,000,000 - $2,000,000: 0.8% $2,000,000 - $3,000,000: 0.6% $3,000,000 - $5,000,000: 0.4% $5,000,000+: 0.2%
Account minimum: $1,000,000 Minimum fee: $10,000 annually
One Westminster Place, Suite 100 A
Lake Forest, IL 60045
Illinois
Horizon Capital Management, LLC
2004 - Present (22 years)
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