Joseph
Shea

Horizon Family Wealth, Inc

CRD#2726131
Investment Advisor
in Chicago, IL

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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

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

250 South Wacker Drive Suite 220
Chicago, IL 60606

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Horizon Family Wealth, Inc Brokerage Details

Total Assets Under Management

$220,656,837

IL Average: $6,674,516,078
Total Number of Employees

3

IL Average: 44
Total Number of Accounts

409

IL Average: 2,564
Average Account Size

$539,503

IL Average: $2,603,165

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

2021 - Present (3 years)

Horizon Family Wealth, LLC

2004 - Present (20 years)

Shea Financial Group

2013 - 2020 (7 years)

Lpl Financial LLC

2013 - 2021 (8 years)

Riverpoint Wealth Management Holdings, LLC

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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

Joseph Shea
Chicago, IL

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