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Growth Horizons Wealth Management LLC

Updated today

Total assets under management

$58,334,274

Total clients

81

25% high-net worth

Total advisors

1

of 2 employees

Firm size

Supported

1-3 advisors, or $200M+ in AUM

Average clients per advisor

81

Average account size

$720,176

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Fixed fees for project-based financial planning between $1,000 and $20,000; initial financial plan fee up to $20,000.

Percentage

$0 - $500,000: 1.75% $500,001 - $2,000,000: 1.50% $2,000,001 - $5,000,000: 1.25% $5,000,001+: 0.90%

Project-based

$350 per hour for project-based financial planning.

Subscriptions

Ongoing financial planning fees range from $100 to $10,000 per month, paid monthly in arrears.

Other

Fee-only: Fee-only compensation; no commissions or sales charges are accepted.

Disclosures

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

Main office location

Growth Horizons Wealth Management LLC

601 Quail Valley Dr.

Georgetown TX 78626, United States

Number of offices

1

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