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Livingston Financial Advisors
Horizon Point Wealth Management, LLC
70 South Orange Avenue, Suite 235
Livingston, NJ 07039
(973) 251-2622
Advisor Profile
Name: Harold Wachtel
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Business Description
Horizon Point Wealth Management, LLC is a wealth management and consulting firm dedicated to helping clients solve their needs for estate planning, investment management, business continuation and personal income protection. With its familiarity with various creative strategies and techniques in the fields of estate, investment, insurance, and business planning, Horizon Point Wealth Management works together with a client's other key advisors to properly plan for the future of the client and his family or business.
 

General Information
Gender:    Male
CRD#:    4569632
States Licensed in:    NJ, NY, DE, MS, AZ,
Years of Experience in Financial Services:    7
Number of Years with Current Firm:    1
Work Experience:    Partner at Horizon Point Wealth Management, LLC.
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
 

Education
Academic Background
 
Bachelors Degree in Marketing - Fairleigh Dickinson University
 

Services
Investment Types:    International Investments, Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Options & Futures, Insurance, Annuities, Socially Responsible Investments (SRI)
 

Qualifications & Memberships
Securities Licenses:    Series 66, Series 7
Insurance and Annuity Licenses:    Disability, Variable Annuity, Life, Annuity, Health, Variable Life, Long Term Care
 

Firm Information
Number of Advisors in Office:    Up to 10 employees
I work with clients as part of a team:    Yes
 

Compliance
Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees
I am a fee-based financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    50,000
Compensation Methods:    Based on Assets, Commissions
Fee % Based on Assets:    1
Minimum Fee Charged for Managed Accounts:    1
 
 
 
Prepared By: Harold Wachtel
Most Recent Update: 06/17/2008