Drew
Horter
Horter Investment Management, LLC
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About this Advisor
Drew Horter is a financial advisor working out of Cincinnati, Ohio who has 17 years of relevant experience. Horter is currently employed by Horter Investment Management, LLC. Horter has gained experience at Horter Investment Management, LLC, Horter Financial Strategies LLC and Tactical Fund Advisors. Horter maintains a Series 63 license, qualifying them as a securities broker, and is able to operate in Illinois, Ohio and Texas. Horter Investment Management, LLC is a registered investment business based out of Cincinnati, OH. The company has offices in 51 locations and a total of 64 employees. It handles $354 million in total assets between its 3,145 client accounts, making it one of the bigger firms in the nation by assets under management. Of its 3,145 customer accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in investable assets. Horter Investment Management, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees largely are based on which services the firm provides the client. However, fees billed by Horter Investment Management, LLC likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Horter Investment Management, LLC Brokerage Details
$354,328,597
64
3,145
$112,664
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Drew Horter Work History
Drew has been registered as a financial advisor for 17 years.*
Tactical Fund Advisors
Horter Investment Management, LLC
Horter Financial Strategies LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Drew Horter 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 Horter Investment Management, LLC
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Atlantic Beach, FL
Davidson, NC
Cincinnati, OH
Southern Pines, NC
Cincinnati, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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