Morgan Hatfield is a registered investment advisor at Destiny Wealth Partners, LLC, based in Tavares, FL, with 15 years of industry experience. Morgan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 950 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Destiny Wealth Partners offers investment management services on a wrap fee basis or a non-wrap fee basis.
Wrap Fee Program: Clients pay a single annual fee, inclusive of trade execution, custody, reporting, and investment management fees. The fee is negotiable up to 1.80% of assets.
Non-Wrap Fee Basis: Fees are negotiable, generally ranging between 0.50% and 1.80% of the market value of assets managed.
Destiny Family Office (DFO): Fees are negotiable based on assets under management, complexity, and scope of services.
Legacy wrap fee schedules are maintained for a small number of longstanding clients.
Location
2100 Lake Eustis Dr., Tavares, FL, 32778
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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.
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Morgan is the Chief Financial Officer of H&M Global Enterprise LLC, spending minimal time facilitating client payments and preparing taxes. Morgan also serves as a Trustee and Secretary/Treasurer for SECO Energy, dedicating a few hours per week to attending board meetings.
Employment History
Current Registrations
Destiny Wealth Partners, LLC
Previous Registrations
Cwm, LLC
401k Generation
Ruggie Wealth Management
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.