Advisor at Horizon Capital Management, Inc.
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Firm
Horizon Capital Management, Inc.
Location
Henrico, VA
Credentials
Series 65
Industry experience
2 years
Ryan Bram is a financial advisor at Horizon Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has prior experience at Markel Group and KPMG. Outside of advisory work, Bram serves as a Senior Financial Analyst at Dominion Energy, focusing on treasury special projects and capital funding. Horizon Capital Management serves individual clients with discretionary portfolio management and limited financial planning support. The firm emphasizes long-term equity holdings selected through fundamental and technical analysis, tailoring account management to clients’ risk profiles 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
Henrico, VA
Virginia
Dominion Energy
2024 - Present (2 years)
Horizon Capital Management, Inc.
2024 - Present (2 years)
Markel Group
2019 - 2024 (5 years)
Kpmg
2014 - 2019 (5 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 63, Series 65
Henrico, VA
Plan Sponsor Adviser, LLC
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