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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...see more
Assets Under Mgmt
$58.46M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
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
Reviews for New Horizon Financial Strategies, Llc
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