Visionary Horizons offers personalized investment management, financial planning, and consulting services. The firm builds customized portfolios using equities, bonds, mutual funds, exchange-traded funds, and alternative investments, operating on both discretionary and non-discretionary bases. In addition to managing accounts directly, Visionary Horizons provides ongoing review and rebalancing for outside retirement accounts through digital account aggregation tools. Clients can also receive broad financial planning covering retirement, estate, tax, and insurance strategies, as well as specialized consulting on an hourly basis. Visionary Horizons primarily works with individuals, families, trusts, and retirement plans, maintaining offices in Tennessee.
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.