Visionary Horizons, LLC

Visionary Horizons, LLC, operating as Visionary Horizons Wealth Management, is a registered investment adviser based in Knoxville, Tennessee, offering advisory services since 2009 under the ownership of Roger E. Kiger. The firm provides continuous discretionary and non-discretionary portfolio management services, tailored to meet clients' needs and investment objectives. VH mainly utilizes equity securities, debt securities, ETFs, mutual funds, and options in its portfolio management programs. Additionally, the firm offers financial planning and consulting services covering various areas such as tax planning, estate planning, and retirement planning. VH may refer clients to third-party investment advisers and share in the compensation received by such firms. For portfolio management services, VH charges an annual fee based on a percentage of assets under management, with fees billed quarterly in advance. The firm requires a minimum of $250,000 to open and maintain an advisory account, which may be waived at its discretion. VH does not engage in performance-based fees and does not vote client securities' proxies. The firm does not disclose any reportable legal or disciplinary events. Clients receive account statements directly from the custodian, and VH does not vote proxies. The firm does not engage in class action lawsuits on behalf of clients. VH prioritizes client confidentiality and has implemented policies to safeguard customer information.