Horizon Family Wealth, Inc
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Overview
Horizon Family Wealth, Inc is a financial advisory firm that has its headquarters in Chicago, Illinois. Horizon Family Wealth, Inc administers $150.2 million in assets under management over 365 client accounts, placing it in the mid-tier of firms in the country by assets under management (AUM). The firm has a small group, including 1 financial advisor. Horizon Family Wealth, Inc is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are exchangable fiscal assets such as bonds, stocks and options.
Horizon Family Wealth, Inc administers all of the company's accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction choices without requiring client authorization. Horizon Family Wealth, Inc's average account size is $411,600. The typical advisor at Horizon Family Wealth, Inc administers about 365 client accounts.
Horizon Family Wealth, Inc's central office is at 150 North Wacker Drive, Chicago, Illinois 60606. The company is legally registered to serve customers across a few states, including California, Illinois, Nebraska, Ohio and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Horizon Family Wealth, Inc by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$150.2 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
2
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
365
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$411.6 thousand
Products and Services
Services that Horizon Family Wealth, Inc provides can include financial planning services and portfolio management for individuals and small businesses. Notably, Horizon Family Wealth, Inc did not provide financial planning services to any of its clients in the last financial year. The company does not sell products or offer services apart from investment advisory services to its investment advisory customers. Horizon Family Wealth, Inc also has a number of financial industry affiliations, including with an insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees usually are based on the services offered. Fee types billed by Horizon Family Wealth, Inc most likely include some blend of the following fee types: asset-based, hourly or fixed. The company does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It works with retail investors, high net worth investors and corporations. Out of its 365 clients, Horizon Family Wealth, Inc's biggest client group by number of accounts is high net worth investors, although it also serves 58 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 62.37%
- Other Individuals - 36.56%
- Corporations - 1.08%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Horizon Family Wealth, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Horizon Family Wealth, Inc
Chicago, IL
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