Visionary Horizons, Llc

Visionary Horizons, Llc

Knoxville, Tennessee

5.0

1 Review

Visionary Horizons, LLC is a leading investment advisory firm located in Knoxville, TN. With over 390 individual clients and an impressive $176,353,000 in assets under management, they have established themselves as a trusted partner in wealth management. The company operates from five offices, providing comprehensive financial services to a diverse range of clients. Specializing in employer 401Ks and individual investment portfolios, Visionary Horizons, LLC possesses extensive experience in these areas, enabling them to deliver tailored solutions that meet their clients' unique needs. All of the assets they manage are discretio...see more

Assets Under Mgmt

$176.35M

Investment Professionals

10

Locations

4

% 401K & Individual

51%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees
  • Other

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Other Business Activities

  • Registered representative of a broker-dealer
  • Insurance broker or agent

Reviews for Visionary Horizons, Llc

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