How does the advisor help clients – Key Takeaways:
Visionary Horizons, LLC is a financial firm that offers a wide range of services to help clients achieve their financial goals. Through their expertise and experience in the industry, they strive to provide their clients with the best investment strategies and financial advice.
Facts and Insights
Founded in 2005, Visionary Horizons, LLC has been in the financial industry for over 15 years. During this time, the firm has managed to establish a strong reputation for their expertise and commitment to their clients’ financial success.
The firm has assets under management (AUM) of $500 million and a team of 10 experienced advisors. With this level of assets under management, Visionary Horizons, LLC is able to provide a high level of service and cater to a wide range of clients with diverse financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
Visionary Horizons, LLC serves a diverse range of clients, including individuals, families, and businesses. They cater to clients who are seeking long-term financial planning and investment management services to help them reach their financial goals.
Fees & Compensation
As a fee-only financial firm, Visionary Horizons, LLC charges their clients a percentage of their AUM as their fee. This ensures that their clients’ best interests are always front and center, as the firm’s compensation is directly tied to their clients’ success.
Background
Visionary Horizons, LLC was founded by financial expert John Smith, who has over 20 years of experience in the industry. He is a Certified Financial Planner (CFP) and holds a Master’s degree in Finance. With his extensive knowledge and expertise, John leads his team with a client-centric approach, always prioritizing their clients’ financial well-being.
Financial Advisor Disclosures to Know
As a fiduciary, Visionary Horizons, LLC is legally bound to always act in their clients’ best interests. They make all necessary disclosures to their clients and remain transparent in their dealings to ensure that their clients are well-informed and can make decisions with confidence.