JM
CFP
JM
CFP

Jarrod Bryan Musick

14 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningBusiness OwnersHigh Net Worth
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 ManagementAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M0.95%
$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
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Location

1040 S. Gaylord St., #4, Denver, CO, 80209

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jarrod is the majority owner and President/Secretary of Destiny Holdings, which owns Destiny Capital Corporation, dedicating minimal time. He is also the author of "The Abundant Entrepreneur" and owner of Victory Fit, a gym, spending about 10-20% of his time on the latter.

Employment History
Current Registrations
Destiny Capital Corporation
November 2012 - Present · 13 yrs 3 mos
Previous Registrations
Destiny Capital Securities CorporationBroker
February 2011 - December 2021 · 10 yrs 10 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.
Jarrod Bryan Musick - Financial Advisor | TrueAdvisor