Charles Loveday is a registered investment advisor at Visionary Horizons, LLC, based in Knoxville, TN, with 8 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. 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
620 Mabry Hood Rd, Suite 301, Knoxville, TN, 37932
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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
Charles owns rental real estate in Knoxville, TN since 2014. He also operates under two DBAs for his LPL business: SCB Investment & Wealth Management (a few hours per week) and Visionary Horizons Wealth Management (about a quarter of his time).
Employment History
Current Registrations
Visionary Horizons, LLC
LPL Financial LLCBroker
Previous Registrations
Tvamp, LLC
State Registrations1 state
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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