Destiny Capital Corporation
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
About This Firm
Destiny Capital provides investment advisory services, including individual portfolio management and financial planning. They offer specialized services for entrepreneurs and utilize tools like Nitrogen to assess risk tolerance. They may use model managers through platforms like Orion Portfolio Solutions.
Fee Structure
AUM-Based Fees (Tiered)
| 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
Fee Estimator
Fees vary based on the services you choose. For entrepreneurs, there's a flat fee of $16,000/year plus an asset-based fee (0.90% on the first $5M, 0.50% above that). Combined investment management and financial planning fees are either a flat fee ($2,500-$20,000) or a percentage of assets (up to 1.50%). Stand-alone financial planning is billed hourly at $395/hour. There is a minimum recurring quarterly advisory fee of $2,500. Orion Platform Solution fees will not exceed 0.15% of assets under management. Consulting services range from $200-$500/hour.
Areas of Practice
Location
1040 S. Gaylord St., #4, Denver, CO, 80209