Timothy Mcintosh is a registered investment advisor at Visionary Horizons, LLC, based in Tampa, FL, with 22 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 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 - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.00% |
Fees are negotiable based on factors such as the amount of assets, range of investments, and complexity of financial circumstances.
Fee Estimator
Location
401 E Jackson Street,, Ste. 2340, Tampa, FL, 33602
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2026Other 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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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