Are Horizons Managed Portfolios Right For You?
- You have at least $10,000 to invest.
- You are comfortable with 24/7 online account access, electronic statements, and minimal paperwork.
- Your financial situation is not complex and your financial planning needs are not frequent (no individual stocks, no estate tax concerns, non-complicated tax situations, etc.).
Horizons Managed Portfolio Fees:
- Up to $200,000 combined accounts are 0.25% /yr.
- Over $200,000 combined accounts are 0.50% /yr.
- Initial account set up fee starts at $50 (based on complexity)
Horizons Wealth Management provides Fee-Only financial services customized to meet each client’s unique needs. The result is unbiased financial advice from professionals who are committed to acting as a fiduciary in a client-centered relationship. We analyze all aspects of your finances to design a roadmap to help you reach your financial goals and provide you with peace of mind.