E. A. Horwitz LLC

E.A. Horwitz, LLC is a registered investment adviser based in Deerfield, IL, established in 2012. Led by Edward A. Horwitz, the firm specializes in providing investment advice and portfolio management services, focusing on asset allocation among cash, equities, and bonds to meet clients' investment objectives. The firm offers ongoing asset monitoring with fees ranging from 0.625% to 2.00% of portfolio assets, payable quarterly. E.A. Horwitz, LLC also provides fee-based financial planning services involving six steps. As of December 31, 2024, the firm had $221,419,170.52 in assets under management, with asset allocation as follows: Equities 71.43%, Fixed Income 13.29%, Mutual Funds 7.87%, Cash & Equivalents 7.41%. The firm does not charge performance-based fees and may provide services to various client types, including individuals, trusts, and institutions. Investment strategies include long-term purchases, short-term purchases, and option writing. E.A. Horwitz, LLC does not vote proxies on behalf of clients and maintains discretionary authority over client accounts. The firm does not have custody of client assets beyond direct debiting of advisory fees. E.A. Horwitz, LLC has no financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings.