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ChFC
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ChFC

Louis Shinaman

Destiny Wealth Partners, LLC
29 Years of Experience
Winter Park, FL
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Louis Shinaman is a ChFC-designated registered investment advisor at Destiny Wealth Partners, LLC, based in Winter Park, FL, with 29 years of industry experience. Louis 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

620 N. Denning Drive, Winter Park, FL, 32789

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History

Regulatory History (1)
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Judgment / Lien
August 2010
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Louis is a financial advisor at RWM Asset Management, LLC, managing UMA accounts and portfolios. He is also a member of the Advisory Council for Compcoin and an independent insurance agent since 2000, dedicating minimal time to each. Louis is also a board member of UCP of Central Florida.

Employment History
Current Registrations
Destiny Wealth Partners, LLC
July 2017 - Present · 9 yrs 4 mos
Previous Registrations
Cwm, LLC
July 2018 - July 2020 · 2 yrs
Ruggie Wealth Management
June 2011 - January 2021 · 9 yrs 7 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2011 - October 2016 · 5 yrs 7 mos
Securian Financial Services, INC.Broker
December 2010 - December 2010 · 0 mos
Brokersxpress LLCBroker
December 2008 - April 2010 · 1 yr 4 mos
Empire Financial Group, INC.Broker
October 2007 - December 2008 · 1 yr 2 mos
Pointe Capital, INC.Broker
September 2005 - October 2007 · 2 yrs 1 mo
Sterling Financial Investment Group, INC.Broker
March 2004 - September 2005 · 1 yr 6 mos
Advest, INC.Broker
May 2002 - April 2004 · 1 yr 11 mos
Southern Financial Group, INC.Broker
June 1996 - May 2002 · 5 yrs 11 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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Louis Shinaman - Financial Advisor | TrueAdvisor