Horizons Wealth Management Fees & Minimum

Overview

Headquarters: Asheville, NC
Total Firm Assets: $258 million
Average High-Net-Worth Client Portfolio Size: $2.5 million
Stated Minimum Account Size: $200,000

Fee Disclosure

Source: FORM ADV PART 2A (2026-01-23) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	0.88%
$1,000,001	$2,000,000	0.75%
$2,000,001	$5,000,000	0.60%
$5,000,001	$10,000,000	0.45%
$10,000,001	and above	0.30%

Stated Minimum Annual Fee: $16,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$16,000	1.60%
$5 million	$34,250	0.68%
$10 million	$56,750	0.57%
$50 million	$176,750	0.35%
$100 million	$326,750	0.33%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 67.19%
Number of High-Net-Worth Clients: 69
Total Client Accounts: 653
Discretionary Accounts: 653

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 127457

FORM ADV PART 2A (2026-01-23) (fee schedule source) · View brochure text

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

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