Brian Davis is a registered investment advisor at Destiny Wealth Partners, LLC, based in Tavares, FL, with 19 years of industry experience. Brian 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
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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
Destiny Wealth Partners, LLC
Previous Registrations
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
LPL Financial LLCBroker
Occidental Asset Management, LLC
Scottrade, INC.Broker
Pfg Financial Advisors
Walnut Street Securities, INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations1 state
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