Nicholas Hughes
Nicholas Hughes is a CFP-designated registered investment advisor at Visionary Horizons, LLC, based in Chattanooga, TN, with 17 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 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 - $1000K | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.00% |
Portfolio management fees may be negotiable.
Fee Estimator
Location
2115 Chapman Road, Suite 125, Chattanooga, TN, 37421
Get directionsHistory
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 ActivitiesSells Insurance
Nicholas is a solicitor for fixed insurance products through a general agency and a wealth advisor at Visionary Horizons Wealth Management, spending a few hours per week on this. He is also an investment advisor representative for an outside RIA at Visionary Horizons, LLC, dedicating full-time hours. Finally, Nicholas is a board member for FPA of East TN, spending minimal time on scheduling speakers for chapter meetings and events.
Employment History
Current Registrations
Visionary Horizons, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Innovative Advisory Partners, LLC
Innovative Advisory Partners, LLC
LPL Financial LLC
LPL Financial LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
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.