DwightPendola- Financial Advisor Lakewood Ranch, FL

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About Dwight Pendola

Horizon Wealth Advisors is a Registered Investment Advisor based in Lakewood Ranch, Florida. We specialize in personal asset management for high net worth individuals, families, and institutions throughout Florida and Pennsylvania. Horizon Wealth Advisors offers the experience and sophistication of a large, institutional investment firm, with a level of attention and client service only an independent, locally-owned company can provide.

As your adviser, our goal is to help you focus on the long-term benefits of saving and investing today. We partner with you, guiding you and your family to a future of financial independence.

Together we will ensure that every aspect of your financial life is working seamlessly so that you can enjoy retirement.

It is our fiduciary duty to provide suitable investment advice and always act in your best interest.

See Disclosures

General Information

Firm Start Year

2009

No. of Employees

CRD#

5419103

Firm CRD#

148338

Name of Custodial Firm

Charles Schwab

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66

Insurance and Annuity Licenses

Variable Annuity, Life, Health

Compensation and Fees

Fee Structure

Fee-Based

Fee % Based on Assets

Hourly Rate

Additional Details on Charges

Account Value Client Fee First $1,000,000 1.00% Next $1,000,000 0.75% Next $3,000,000 0.60% Next $5,000,000 0.45% Next $50,000,000 0.35% Over $60,000,000 Negotiable

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

Education

Bachelor of Science - Finance

University of North Carolina at Wilmington

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1881737/paladinregistry-Horizon-Wealth-Advisors-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Dwight Pendola

Horizon Wealth Advisors