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Carol Mulcahy

Destiny Wealth Partners, LLC
17 Years of Experience
Tavares, FL
Sells Insurance
View SEC Summary
View SEC Summary

Carol Mulcahy is a registered investment advisor at Destiny Wealth Partners, LLC, based in Tavares, FL, with 17 years of industry experience. Carol operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 939 clients with $950M in assets under management.

Destiny Wealth Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
939 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$947.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.80%
$250K - $1.0M1.45%
$1.0M - $3.0M1.25%
$3.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.75%

Fees are generally negotiable up to 2.00%. The firm also maintains legacy fee schedules for certain long-standing clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2100 Lake Eustis Dr., Tavares, FL, 32778

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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.

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Other Business ActivitiesSells Insurance

Carol has been an independent insurance agent since 2003, but spends minimal time on this activity. This activity is not investment-related.

Employment History
Current Registrations
Destiny Wealth Partners, LLC
May 2020 - Present · 6 yrs 6 mos
Previous Registrations
Ruggie Wealth Management
May 2019 - January 2021 · 1 yr 8 mos
Cwm, LLC
May 2019 - July 2020 · 1 yr 2 mos
The Investment Counsel Company
July 2014 - December 2017 · 3 yrs 5 mos
Barclays Capital INC.
October 2010 - October 2012 · 2 yrs
Chase Investment Services CORP.
March 2010 - September 2010 · 6 mos
Cumberland Advisors
June 2006 - January 2009 · 2 yrs 7 mos
Independent Portfolio Consultants, INC.
October 2004 - May 2006 · 1 yr 7 mos
Advest, INC.
May 2004 - March 2006 · 1 yr 10 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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