Alison Yoder is a CFP-designated registered investment advisor at Destiny Capital Corporation, based in Denver, CO, with 22 years of industry experience. Alison 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, High Net Worth, and 3 more. Their firm serves 260 clients with $380M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 0.95% |
| $5M+ | 0.50% |
These fees are for combined investment management and financial planning services. Minimum recurring quarterly advisory fee is $2,500. For clients utilizing Orion Portfolio Solutions, clients will pay an additional platform fee directly to Orion, not to exceed 0.15% of assets under management.
Fee Estimator
Location
1800 Wazee Street, Suite 300, Denver, CO, 80202
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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 Activities
Alison is a Colorado Notary, spending minimal time on this non-investment related activity. Alison also jointly owns rental property with her spouse, which does not require time during business hours, and is an Investment Adviser Representative with Destiny Capital Corporation.
Employment History
Current Registrations
Destiny Capital Corporation
Previous Registrations
Destiny Capital Securities CorporationBroker
Cambridge Investment Research, INC.Broker
Sharkey Howes & Javer INC
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.Broker
First Investors CorporationBroker
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.