Christopher Nichols
Christopher Nichols is a registered investment advisor at Destiny Family Office, based in Tavares, FL, with 26 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.45% |
| $50.0M - $75.0M | 0.35% |
| $75.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees are for the standard DFO discretionary wrap fee program. In certain instances, a wrap fee negotiable up to 1.45% may be negotiated with the client. If the Registrant elects to utilize separate account managers in a client’s portfolio, the client’s combined fee for Registrant’s management services and the fees charges by any third-party manager shall not exceed 2.5% of the client’s assets under management.
Fee Estimator
Location
2100 Lake Eustis Dr., Tavares, FL, 32778
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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 →Other Business ActivitiesSells Insurance
Christopher is an investment advisory representative at Destiny Wealth Partners/Destiny Family Office, dedicating full-time hours to providing advisory services. He also sells fixed insurance products, including life, disability, annuities, and long-term care, dedicating minimal time to this activity, and owns several other businesses including Meridian Financial & Co, LLC, Nichols Wealth Partners, Wealth Partners, LLC, Chella Group, LP and Konmax, LLC.
Employment History
Current Registrations
Destiny Family Office
Destiny Wealth Partners, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Cwm, LLC
LPL Financial LLCBroker
NFP Securities, INC.
NFP Securities, INC.Broker
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Prime Capital Services, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
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.