Firm
Horizon Capital Management
Lake Forest, Illinois
Fee-only
Horizon Capital Management at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 38 individual clients, 36 of them high net worth.
- Its average account is about $3.4 million (assets it manages divided by its 40 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Lake Forest, Illinois |
|---|---|
| Website | horizoncapmgmt.com |
| Phone | (847) 738-0801 |
Horizon Capital Management fees
Horizon Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $136 million |
| Individual clients | 2 |
| High-net-worth clients | 36 |
| Accounts managed | 40 |
| Employees | 1 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-133716) |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 132113 |