True Horizon Wealth Advisors, LLC is an adviser based in Exton. It manages $36.4 million of regulatory assets for 79 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Pennsylvania and Texas.
True Horizon Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of True Horizon Wealth Advisors, LLC is $36.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay True Horizon Wealth Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where True Horizon Wealth Advisors, LLC performs its advisory services is located at 740 Springdale Dr., Suite 104, Exton, PA 19341, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (484) 872-8586. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at thwadvisors.com.