Assets Under Management
$4.1B
Number of Clients
2,190
Number of Advisors
39
Average Client AUM
$1.9M
AUM per Advisor
$106.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Destination Wealth Management offers discretionary investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They also offer estate planning and tax services through strategic partners for clients with over $5,000,000 in assets.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.98% |
| $1.0M - $2.0M | 0.93% |
| $2.0M - $3.0M | 0.88% |
| $3.0M - $4.0M | 0.83% |
| $4.0M - $5.0M | 0.78% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $20.0M | 0.65% |
| $20M+ | 0.60% |
Fees are negotiable at the sole discretion of the Adviser.
1255 Treat Boulevard, Suite 900, Walnut Creek, CA, 94597