Louis Shinaman
Louis Shinaman is a ChFC-designated registered investment advisor at Destiny Wealth Partners, LLC, based in Tavares, FL, with 28 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 950 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Destiny Wealth Partners offers investment management services on a wrap fee basis or a non-wrap fee basis.
Wrap Fee Program: Clients pay a single annual fee, inclusive of trade execution, custody, reporting, and investment management fees. The fee is negotiable up to 1.80% of assets.
Non-Wrap Fee Basis: Fees are negotiable, generally ranging between 0.50% and 1.80% of the market value of assets managed.
Destiny Family Office (DFO): Fees are negotiable based on assets under management, complexity, and scope of services.
Legacy wrap fee schedules are maintained for a small number of longstanding clients.
Location
2100 Lake Eustis Dr., Tavares, FL, 32778
Get directionsHistory
Regulatory History (1)
Judgment / Lien
August 2010Other 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
Previous Registrations
Cwm, LLC
Ruggie Wealth Management
Purshe Kaplan Sterling InvestmentsBroker
Securian Financial Services, INC.Broker
Brokersxpress LLCBroker
Empire Financial Group, INC.Broker
Pointe Capital, INC.Broker
Sterling Financial Investment Group, INC.Broker
Advest, INC.Broker
Southern Financial Group, INC.Broker
State Registrations1 state
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.