Caroline Egan is a CFP-designated registered investment advisor at Destination Wealth Management, based in Walnut Creek, CA, with 19 years of industry experience. Caroline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 2,299 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Portfolios exceeding $5 million transition to a flat rate applied across all assets. Fixed-income-only portfolios or charitable accounts may be charged lower rates on an ad hoc basis.
Fee Estimator
Location
1255 Treat Boulevard, Suite 900, Walnut Creek, CA, 94597
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Destination Wealth Management
Previous Registrations
Northern Trust Securities, INC
Ycmnet Advisors
State Registrations3 states
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
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