NEW HORIZON FINANCIAL STRATEGIES, LLC
Ithaca, New York
New Horizon Financial Strategies, LLC is a trusted investment advisory firm based in Ithaca, NY. With a team of six dedicated professionals, including five experienced investment advisors, they provide comprehensive financial strategies to individuals and employers. Their average assets under management per investment advisor amount to approximately $48,000,000, placing them on par with industry standards. With over 160 individual clients, New Horizon Financial Strategies manages a robust portfolio of assets totaling more than $58,457,000. Their expertise shines in managing employer 401Ks and individual accounts, which collective...
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Assets Under Mgmt

$58.46M

Investment Professionals

5

Locations

0

% 401K & Individual

62%

% Discretionary

87%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
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