Visionary Horizons, LLC is a large advisory firm based in Knoxville. It manages $122.17 million of regulatory assets for 853 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Kentucky, Tennessee, and Texas.
Visionary Horizons provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Visionary Horizons, LLC is $122.17 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 19% since the beginning of its operation, and $1.2 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Visionary Horizons, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Visionary Horizons is high net worth individuals with 30 clients and $63.21 million of assets under management. Among the 9 most similar advisory firms, Visionary Horizons has the lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $122.17 million for 364 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Visionary Horizons doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Visionary Horizons, LLC performs its advisory services is located at 620 Mabry Hood Rd, Knoxville, TN 37932, which is also the mailing address of the firm. An additional office of the firm is in Somerset, KY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 865-675-8496 or by fax 865-675-8499. The normal business hours are 8:00 a.m.to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at visionaryhorizons.com.