Horizon Family Wealth, Inc.

Horizon Family Wealth, Inc. is a financial advisory firm based in Chicago, Illinois, specializing in providing investment advisory services to individuals and various clients. Established in 2021, the firm is wholly owned by Joseph Blane Shea. Acting as a fiduciary, the firm always prioritizes clients' best interests and offers services such as Comprehensive Portfolio Management and Financial Planning & Consulting. The firm's investment strategies include asset allocation, fixed income, options, and real estate investment trusts (REITs), among others. Horizon Family Wealth, Inc. manages $279,654,348 on a discretionary basis as of December 31, 2024. The firm charges a maximum annual fee of 1.65% for Comprehensive Portfolio Management and hourly or flat fees ranging from $2,500 to $25,000 for Financial Planning & Consulting. Clients are required to have a minimum account balance of $500,000 for the Comprehensive Portfolio Management service. The firm recommends using Raymond James and Associates, Inc. as the custodian for client assets, providing access to institutional trading services and research. Clients have the option to grant investment discretion to the firm, allowing them to execute securities transactions on their behalf. Horizon Family Wealth, Inc. does not accept proxy authority to vote client securities and does not receive soft dollars in excess of what is allowed by regulations.