Assets Under Management
$333.3M
Number of Clients
242
Number of Advisors
9
Average Client AUM
$1.4M
AUM per Advisor
$37.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Destiny Capital provides investment management and financial planning services. They offer services to high-net-worth clients and entrepreneurs, including business planning, exit planning, and coordination with other advisors. They use Nitrogen to assess risk tolerance and may utilize model managers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 0.95% |
| $5M+ | 0.50% |
Minimum Recurring Quarterly Advisory Fee – $2,500
1040 S. Gaylord St., #4, Denver, CO, 80209