Joseph
Shea
Horizon Family Wealth, Inc
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About this Advisor
Joseph Shea is a financial advisor based in Chicago, Illinois, working with Horizon Family Wealth, Inc. Joseph has previously held positions at Shea Financial Group, Lpl Financial LLC, Riverpoint Wealth Management Holdings, LLC, and Horizon Family Wealth, LLC. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Joseph is part of Horizon Family Wealth, Inc, which operates out of Chicago, Illinois. The firm has 3 employees and manages assets totaling $220.7 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Horizon Family Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Horizon Family Wealth, Inc Brokerage Details
$220,656,837
3
409
$539,503
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Joseph Shea Work History
Horizon Family Wealth, LLC
Shea Financial Group
Lpl Financial LLC
Riverpoint Wealth Management Holdings, LLC
Disclosures
Please visit the SEC profile of Joseph Shea to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Horizon Family Wealth, Inc
Chicago, IL
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