Automated Asset Management 

 

For investors in the early stages of wealth accumulation or those with smaller accounts, Horizons Wealth Management offers a low-cost Automated Asset Management service.

This is a solution for those just starting to build their investment savings, or who are not in a position to hire an all-inclusive wealth manager.   We work with you to determine an optimal investment portfolio matching  your goals and risk tolerance.  Your funds will be invested in a diversified, efficient and low-cost portfolio, which is automatically rebalanced as determined by Horizons Wealth Management. 

We know it is still helpful to have access to an advisor; we are always on hand to assist our Automated Asset Management clients with their financial questions on an hourly fee basis ($200/hour).

View more information about HWM's Automated Asset Management program.
 

 

 

Is automated asset management for you?

  • You have $500 - $500,000 to invest;
     
  • Your primary need is help with funding or rolling over an IRA, or Roth account;
     
  • You are comfortable with 24/7 online account access, e-statements, and minimal paperwork. 

 

* For clients who have assets above $500,000  please see our Wealth Management  page to learn more.  

 

 

AUTOMATED ASSET MANAGEMENT FEES:

  • Accounts up to $200,000:       0.25% 

  • Accounts over $200,000:         0.50% on entire portfolio balance

  •  Initial account set up fee:       $50 and up

 

 

 

Next steps:

  1. Contact us for an initial complimentary consultation by phone or video conference.
     
  2. We will schedule an account set-up appointment: 15 minutes by phone or in-person.
     
  3. Complete our risk profile questionnaire.
     
  4. Complete account agreements and transfer paperwork (we will walk you through the process).
     
  5. We will invest your funds and remain available to answer your financial planning questions.    

 

 

 

 

 

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 Horizons Wealth Management Automated Asset Management helps grow your investment and builds financial peace of mind. 

Horizons Wealth Management Automated Asset Management helps grow your investment and builds financial peace of mind.