Horizons Wealth Management

Wealth Management Firm in Buncombe County, NC

Firm Info
Address: 82 Patton Ave # 210, Asheville, NC 28801, USA
Phone: (828) 337-9395

Firm Size
Assets Under Management: $163.3 million
# of Advisors: 3
# of Clients: 507
Client to Advisor Ratio: 169:1
Average Account Size: $322,087
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Horizons Wealth Management Overview

Horizons Wealth Management is an investment advisory firm that offers investment advice only. They have been in business since 2019 and are headquartered in Asheville, NC. The firm operates on a fee-only basis, which means that they do not receive commissions or other incentives for recommending specific investments. Horizons Wealth Management offers financial planning services as well as portfolio management for individuals and small businesses. They also provide portfolio management services for businesses or institutional clients. These services can help their clients to achieve their financial goals and manage their investments in a way that aligns with their needs and objectives. Overall, Horizons Wealth Management is a reputable firm that offers investment advice without any conflicts of interest. They have a range of services that can help individuals and businesses manage their investments and plan for their financial future. Their location in Asheville, NC also enables them to provide personalized, local support to their clients.

HORIZONS WEALTH MANAGEMENT is a comprehensive wealth management firm that caters to various types of clients, including individuals, high net worth individuals, pension or profit-sharing plans, and more. Their impressive range of clientele has allowed them to develop a robust understanding of various financial needs across different spectrums. HORIZONS WEALTH MANAGEMENT provides custom-tailored services that cater to each individual client's requirements, making them a highly sought-after financial advisory firm in the industry. Regarding fees, HORIZONS WEALTH MANAGEMENT takes pride in offering flexibility in their fee structures. This enables clients to choose the payment structure that caters to their specific needs. Depending on the service provided, clients can opt for a percentage of assets under management (AUM), hourly, or fixed fees. The percentage of AUM fee structure is based on a percentage of the client's investment account balance, typically ranging from 1% to 2% of the total account value. The hourly fee structure is a charge billed for the number of hours the advisor has spent working with the client. Furthermore, the fixed fee structure involves a flat rate charge for a specific scope of work. HORIZONS WEALTH MANAGEMENT's fee structures provide flexibility and are designed to cater to different financial situations' unique requirements.

Typical Clients, Fee Structures & Investment Minimum

According to the note in Horizons Wealth Management's Part 2 Brochure, the firm does not implement a minimum management account size. Instead, they evaluate each client relationship to decide whether they will accept a given level of assets under management. This means that there is no specific investment minimum mentioned in the brochure, as it varies depending on the client's individual situation and the firm's evaluation of their assets.

How This Office Can Help Buncombe County, NC Residents

Horizons Wealth Management is a trusted financial advisor that provides personalized financial advice and investment management to clients living in Buncombe County, NC. The team at Horizons Wealth Management works with clients to provide tailored financial planning services that meet their unique needs and financial goals. They specialize in managing retirement and investment portfolios, and offer comprehensive financial planning services that encompass tax planning, estate planning, and risk management. Buncombe County residents may face a range of financial challenges, such as saving for retirement, managing debt, paying for education or healthcare costs, and protecting their assets. Horizons Wealth Management assists clients in navigating these challenges through customized investment strategies and financial planning solutions that address specific financial goals and concerns. Their goal is to provide clients with the financial tools and guidance they need to achieve long-term financial security and growth.

To view the Minimum Investment and Fee Schedule for Horizons Wealth Management, visit their Part 2 Brochure.

Services Offered by Horizons Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Horizons Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 82 Patton Ave # 210, Asheville, NC 28801, USA
Phone (828) 337-9395
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  5 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Horizons Wealth Management is registered to service clients in the following states:

  • North Carolina
  • South Carolina

Disciplinary History

Horizons Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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