Horizon Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,327,345
Total clients
72
1% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
72
Average account size
$115,658
Client services
Financial planning
Portfolio management
Fee options
Project Based Financial Planning: $1,000 to $3,000 fixed fee (negotiable)
$0 - $999,999: 1.00% / Year $1,000,000 - $2,499,999: 0.90% / Year $2,500,000 - $4,999,999: 0.80% / Year $5,000,000 - $9,999,999: 0.70% / Year $10,000,000+: 0.60% / Year
$150 per hour (negotiable)
Fee-only: Ongoing Financial Planning: $1,000 upfront plus $200 per month (negotiable); Project Based Planning: $1,000 to $3,000 fixed fee (negotiable); Hourly Financial Planning: $150 per hour (negotiable)
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Horizon Advisors, LLC
506 Riverside Parkway Ne, Suite 202
Rome GA 30161, United States
Number of offices
1
Forms ADV
Quick links
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