TD
CFP
TD
CFP

Timothy Colin Doyle

16 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
242 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$333.3M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M0.95%
$5M+0.50%

Minimum Recurring Quarterly Advisory Fee – $2,500

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$10,000
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Location

1040 S. Gaylord St., #4, Denver, CO, 80209

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Destiny Capital Corporation
August 2020 - Present · 5 yrs 6 mos
Previous Registrations
Destiny Capital Securities CorporationBroker
May 2014 - December 2021 · 7 yrs 7 mos
Crestone Securities LLCBroker
November 2011 - September 2013 · 1 yr 10 mos
LPL Financial LLC
March 2010 - November 2011 · 1 yr 8 mos
LPL Financial LLCBroker
March 2009 - November 2011 · 2 yrs 8 mos
J.P. Morgan Institutional Investments INC.Broker
September 2008 - February 2009 · 5 mos
State Registrations3 states
CONJTX
Advisor
Exams
No exam information available for this advisor.