Our Pricing

Transparent Pricing

Asset Management

Asset Management
  • Minimum Asset Management Relationship $500,000
  • Asset Management Fees:
    • 0.75% $0 - $5,000,000
    • 0.60% $5,000,001 - $10,000,000
    • 0.50% $10,000,001+

* Up to an additional 0.50% may be added to the base percentage for some investment strategies.  All fees will be disclosed ahead of any engagement.

** Asset management fees will be incurred for the duration of the asset management relationship.

Comprehensive Planning

Comprehensive Planning
Fixed engagement ranging between $5000 and $10,000 for the first year of financial planning (depending on level of complexity), then adjusted thereafter for on-going maintenance planning. Horizon Ridge Wealth Management reserves the right to increase the ongoing planning fees every year from the prior year's engagement fee by $250 as an offset for inflation.

Hourly Planning

Hourly Planning
  • Financial Planning is billed at $300 per hour
  • Divorce Planning is billed at $300 per hour
  • Senior Care planning is billed at $250 per hour
  • Special Needs planning is billed at $200 per hour
  • Employee Benefits
    • Executive Benefits Plan is a flat fee of $2500
    • Middle Management Plan is a flat fee of $1000

Commission Based

Commission Based

Alternative Investments include, but are not limited to:

  • Real Estate
  • Structured Products

Insurance Placement to include, but not limited to,:

  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance

* Due to the complexity of Alternative Investments issuers of such investments are capable of paying a commission to an advisor. It is important to note, not all Alternative Investments pay up-front commissions.

** Additionally, when placing insurance with a carrier the insurance agent of record can receive a commission from the issuer. It is important to note, not all insurance products pay up-front commissions