Horter Investment Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$600/hr

“Hourly fees range from $250 to $600 per hour and are based on the complexity of the plan and the experience of the investment advisor representative preparing the plan.”

Monthly fee

$20/mo

“Nationwide Fees Investment advisory clients who invest in a variable annuity with Nationwide Advisory Solutions are charged a monthly fee of $20 per month, per contract, paid directly to Nationwide Advisory Solutions.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Horter Investment Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our annual advisory fees for Investment Supervisory Services are assessed quarterly in arrears and are based upon a percentage of the average daily value of assets under management for the prior quarter.”
• “Fees may only be increased by providing Client written notice thirty (30) days in advance.”
• “These expenses are paid for out of fund assets and not billed to investors directly.”

How Horter Investment Management, LLC’s fees compare

• Its hourly rate of $250-$600 is above the Ohio median of $250. 88% of the 219 other Ohio planners that publish an hourly rate charge less.
• 18 of the 21 other planners in Cincinnati that publish an hourly rate charge less.

About Horter Investment Management, LLC

• Firm size: 43 employees.
• Founded: 1991 (35 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.24% a year

Clients

1,292

Employees

43

Works with

Individuals, high net worth individuals, pension and profit sharing plans, other investment advisers, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$314,499,558

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

119880

Website

twitter.com/HIM_RIA?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor (opens in new tab)

Phone

(513) 984-9933

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

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