Advisor at Horter Investment Management, LLC
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
Horter Investment Management, LLC
Location
Covington, IN
Credentials
Series 65
Industry experience
1 year
Fixed fees up to $5,000 for financial planning (above $3,000 requires approval)
$0+: Up to 1.99% annually (negotiable, varies by program and client) $0+: 0.50% annually for Retirement Plan Asset Management (Indexed Funds) $0+: 1.25% annually for Alternative Investments $0+: 0.1% quarterly ($50 minimum quarterly) for Non-Discretionary Accounts
$250 to $600 per hour for financial planning
Account minimum: $1,000,000 (for Horter HCA Blended Models; may be waived at adviser's discretion) Fee-only: Financial Planning fees charged hourly ($250 to $600 per hour) or fixed fee (up to $5,000; fixed fees over $3,000 require approval)
Self-Employed
2024 - Present (2 years)
Unemployed
2023 - 2024 (1 year)
Covington Community Schools
2021 - 2023 (2 years)
Chicago Fire Soccer Club
2019 - 2021 (2 years)
Purdue Northwest
2015 - 2019 (4 years)
Covington School
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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