Michael
Simpson
Visionary Horizons, LLC
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About this Advisor
Michael Simpson is a financial advisor based in Knoxville, Tennessee, working with Visionary Horizons, LLC. Michael has previously held positions at Visionary Horizons, LLC and Purshe Kaplan Sterling Investments. Michael has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Michael is part of Visionary Horizons, LLC, which operates out of Knoxville, Tennessee. The firm has 5 offices and 11 employees. The firm manages assets totaling $252.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Visionary Horizons, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
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Visionary Horizons, LLC Brokerage Details
$252,592,603
11
1,259
$200,630
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Michael Simpson Work History
Purshe Kaplan Sterling Investments
Visionary Horizons, LLC
Disclosures
Please visit the SEC profile of Michael Simpson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Visionary Horizons, LLC
Knoxville, TN
Brentwood, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Somerset, KY
Chattanooga, TN
Tampa, FL
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