Destiny Capital helps clients build, manage, and preserve their wealth through investment management and financial planning. They manage accounts on a discretionary basis, allocating assets among various investments. Financial planning is included for certain clients and covers areas like estate, tax, and charitable planning. They also offer consulting services on specific topics like estate planning and real estate.
Assets Under Management$380M
Clients260
Advisors8
Avg. per Client$1.5M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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