New Horizon Wealth Management, LLC
Firm details
- Headquarters
- Canton, Ohio
- CRD number
- 342187
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
New Horizon Wealth Management, LLC is a privately owned limited liability company that operates as a fee-based wealth adviser. The firm is owned by an individual and positions itself as a capital allocator for private clients, offering both percentage-of-assets and fixed-fee engagements. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses, and the firm also lists pension consulting, selection of other advisers, and educational seminars/workshops among its activities. New Horizon indicates an affiliation with an insurance company and does not identify as an active ESG investor. The firm operates as a single-state adviser and is not newly formed.
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Canton, OH
Stark
Location
Canton, OH
Headquartered in Canton, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Stark
- Address
- 3930 Fulton Dr Nw
- Time zone
- ET (UTC-5)
- Office locations
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