A complete list of active advisors currently associated with Pax Horizon Wealth Management, LLC
Warmer can help you find a great advisor at Pax Horizon Wealth Management, LLC or one who fits your needs even better.
Pax Horizon Wealth Management is a fee-only registered investment adviser that provides investment management and financial planning services to individual clients. The firm develops written investment policies and asset-allocation targets, offers ongoing discretionary portfolio supervision, and provides both comprehensive ongoing and limited-scope project-based planning engagements. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, with portfolios constructed from diversified exposures including stocks, bonds, mutual funds, and ETFs and a preference for passive/index funds where appropriate. Accounts are managed on a discretionary basis and reviewed periodically, with decisions guided by each client’s objectives, risk tolerance, and tax considerations. Distinctive features include offering project-based and hourly financial-planning engagements in addition to the more common percentage-of-AUM billing, a combination that is less common among investment-manager peers. The firm is newly formed and reported no assets under management at the most recent reporting date, relies on an institutional relationship with a recommended custodial platform rather than holding custody itself, does not vote client proxies, and its principal maintains substantial outside employment that occupies a significant portion of their time.
To learn more about the advisors currently working at Pax Horizon Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Vista, CA
| 0
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