Robert Horowitz Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee‑only discretionary investment management and financial planning to individuals, families and trusts, with a client mix that includes busy professionals and retired couples. It serves a relatively small client roster and manages roughly $101 million in client assets, and it does not accept commissions or other sales‑based compensation.
The investment approach emphasizes an efficient‑markets, strategic asset allocation framework implemented primarily with passively managed mutual funds and global diversification, with portfolios set to client‑specific equity and bond targets and a long‑term orientation. The firm commonly implements portfolios through Dimensional Fund Advisors funds and executes discretionary trading on custodial platforms at Fidelity or Schwab.
Distinctive features include a high assets‑per‑client profile given the modest client count, a material operational and research relationship with Dimensional Fund Advisors, and a firm requirement that client accounts be held on a specific custodial platform that provides platform services. The firm also discloses reciprocal referral and office‑sharing ties with an accounting practice, offers limited hourly advice in addition to asset management, and notes that recommending rollovers to IRAs it would manage can create an economic incentive that it discloses to clients.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $1,000,000: 1% annually $1,000,001 - $2,000,000: $10,000 + 0.75% of assets over $1,000,000 annually $2,000,001+: $17,500 + 0.5% of assets over $2,000,000 annually
Hourly fee of $350, negotiable depending on client circumstances; charged when providing hourly financial advice without asset management.
Account minimum: $800,000 Minimum fee: Minimum annual fee of $8,000, which may be waived or meaningfully reduced at the firm's discretion. Fee-only: Firm is fee-only; all compensation comes from client fees; no commissions or other compensation accepted.
Main office
Mill Valley CA
Advisors at this office
1
Most active in
California
Also doing business as
Robert Horowitz Wealth Management · Robert V. Horowitz, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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