Carefully read Item 4 and Item 5 of Form ADV Part 2A (“Brochure”), as these sections of the Brochure contain important details about East Horizon Investments’ advisory services and fees. Fees may be negotiable. The fees below will only apply to you when you request the services listed.
East Horizon Investments custodies our client assets at Charles Schwab & Co., Inc., to take advantage of their financial strength, technology, and client service capabilities. Most important, this gives you a peace of mind your assets are secure with a reputable, non-affiliated organization, while allowing us to provide customized advice and personal service.
The primary benefit of a fee-only advisor is the ability to provide objective advice and to research investment opportunities without being influenced by any potential benefits to the advisor. East Horizon Investments was founded in 2011 using this model of objectivity.
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