Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret? Claim Your ProfileBret James Horsfield is a financial advisor currently registered with Corient, a firm that specializes in providing financial advice and services to a wide range of clients, including individuals, businesses, and institutions. Bret is also a Certified Financial Planner, demonstrating their commitment to providing comprehensive and personalized financial planning services. Bret has a strong background in the financial services industry, having worked with several financial institutions and companies, including JP Morgan Chase, Oxford Financial Group, Windsor Wealth Management, and Corient. Bret is dedicated to assisting clients with a variety of financial planning needs, including retirement planning, investment management, and estate planning. Bret's commitment to their clients is evident in their focus on building long-term relationships based on trust, transparency, and integrity.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
IN
10/31/2023 - Present
Corient (Indianapolis IN)
Active
Inactive
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