Horizon Capital Management, LLC fees and pricing
Financial planner in Lake Forest, Illinois. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 12, 2026, Horizon Capital Management, LLC charges an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $10,000/yr
“The minimum annual fee for any client relationship is $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Horizon Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Portfolio management fees are generally payable quarterly, in arrears.”
- “If management begins after the start of a quarter, fees will be prorated accordingly.”
How Horizon Capital Management, LLC’s fees compare
- Its annual fee of $10,000 is above the Illinois median of $7,500. 60% of the 77 other Illinois planners that publish an annual fee charge less.
- 1 of the 2 other planners in Lake Forest that publish an annual fee charge less.
About Horizon Capital Management, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $1,000,000 in assets (stated in brochure)
- Clients
- 38
- Employees
- 1
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and other investment advisers
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $136,184,309
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 132113
- Phone
- (847) 738-0801
Other planners in Lake Forest that publish fees
- Crescent Grove AdvisorsLake Forest$3,000-$150,000/yr
- North Shore Capital Group Investment Advisors, IncLake Forest$300/hr
- Obar Wealth Management LLCLake Forest$275/hr, $7,500/yr
- Wright Benefit Advisors Inc.Lake Forest$130-$385/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.