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