Morgan Hatfield is a registered investment advisor at Destiny Wealth Partners, LLC, based in Tavares, FL, with 15 years of industry experience. Morgan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 939 clients with $950M 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 $250K | 1.80% |
| $250K - $1.0M | 1.45% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are generally negotiable up to 2.00%. The firm also maintains legacy fee schedules for certain long-standing clients.
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 Activities
Morgan is the Chief Financial Officer of H&M Global Enterprise LLC, spending minimal time facilitating client payments and preparing taxes. Morgan also serves as a Trustee and Secretary/Treasurer for SECO Energy, dedicating a few hours per week to attending board meetings.
Employment History
Current Registrations
Destiny Wealth Partners, LLC
Previous Registrations
Cwm, LLC
401k Generation
Ruggie Wealth Management
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.
Exams
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