Michael Simpson
Michael Simpson is a CFP-designated registered investment advisor at Visionary Horizons, LLC, based in Knoxville, TN, with 16 years of industry experience. Michael 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
620 Mabry Hood Rd, Suite 301, Knoxville, TN, 37932
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
Michael is an insurance agent, dedicating about 10-20% of his time to insurance sales. He also holds board positions at several non-investment related organizations, including ARC-USA, Church Street United Methodist Church, Friends Against Parental Alienation, Knoxville Downtown Sertoma Club, and Knoxville Habitat for Humanity.
Employment History
Current Registrations
Visionary Horizons, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
C & J Wealth Advisors
Securities America, INC.Broker
Investment Advisors
Proequities, INC.Broker
State Registrations2 states
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.