New Horizon Wealth Management, LLC

Overview

New Horizon Wealth Management, LLC is organized as a limited liability company that provides advisory services focused on individuals and small businesses. Its stated services include financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and delivery of educational seminars or workshops. The firm reports using a combination of percentage-of-AUM and fixed-fee billing models. The firm identifies itself as a capital allocator and lists an insurance company affiliation. It does not describe itself as an active ESG investor, and regulatory flags indicate it is not registered as a multi-state adviser or a newly formed adviser.

Investments & Alternatives