Peter Bobolia is a CFP, ChFC-designated registered investment advisor at Destiny Capital Corporation, based in Denver, CO, with 8 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 260 clients with $380M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 0.95% |
| $5M+ | 0.50% |
These fees are for combined investment management and financial planning services. Minimum recurring quarterly advisory fee is $2,500. For clients utilizing Orion Portfolio Solutions, clients will pay an additional platform fee directly to Orion, not to exceed 0.15% of assets under management.
Fee Estimator
Location
1800 Wazee Street, Suite 300, Denver, CO, 80202
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2019Other Business Activities
Peter is a registered investment advisor representative at Family First Financial Planning since July 2021. This activity takes nearly full-time hours, including time during trading hours.
Employment History
Current Registrations
Destiny Capital Corporation
Origin Investment Advisory LLC
Previous Registrations
Family First Financial Planning
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
David M. Polen Securities, INC.Broker
Morgan Stanley Dw INC.Broker
Securities America, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations2 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.