Horizon Wealth Advisors Fees & Minimum

Overview

Headquarters: Houston, TX
Total Firm Assets: $451 million
Average High-Net-Worth Client Portfolio Size: $4.4 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: HORIZON ADVISORS ADV 2A (2026-09-09) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.25%
$500,001	$1,000,000	1.00%
$1,000,001	$3,000,000	0.75%
$3,000,001	$5,000,000	0.50%
$5,000,001	and above	0.35%

Stated Minimum Annual Fee: $11,250

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,250	1.12%
$5 million	$36,250	0.72%
$10 million	$53,750	0.54%
$50 million	$193,750	0.39%
$100 million	$368,750	0.37%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 92.05%
Number of High-Net-Worth Clients: 94
Total Client Accounts: 869
Discretionary Accounts: 574
Non-Discretionary Accounts: 295

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 114102

HORIZON ADVISORS ADV 2A (2026-09-09) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Horizon Wealth Advisors