Peter Gregg Bobolia

CFP · ChFC

7 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningBusiness OwnersHigh Net Worth

Destiny Capital Corporation

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

242 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$333.3M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.50%
$1.0M - $5.0M	0.95%
$5M+	0.50%

Minimum Recurring Quarterly Advisory Fee – $2,500

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$10,000

Location

850 NW Federal Highway, Suite 150, Stuart, FL, 34994

Get directions

History

Regulatory History (1)

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Employment Separation After Allegations

October 2019

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Other 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.