Timothy Mcintosh is a registered investment advisor at Visionary Horizons, LLC, based in Tampa, FL, with 21 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 709 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $1000K | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.00% |
Portfolio management fees may be negotiable.
Fee Estimator
Location
401 E Jackson Street,, Ste. 2340, Tampa, FL, 33602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Timothy works as an economist and guest lecturer, providing impersonal advice to columnists and trade writers. This investment-related activity takes about 10-20% of his time and generates no income.
Employment History
Current Registrations
Visionary Horizons, LLC
Previous Registrations
Pvg Asset Management CORP
Sipco
Strategic Invesment Partners LLC
State Registrations3 states
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