Alan Belanger
Alan Belanger is a registered investment advisor at Destiny Wealth Partners, LLC, based in Tavares, FL, with 3 years of industry experience. Alan 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
Get directionsHistory
Regulatory History (1)
Criminal
May 2011Other Business Activities
Alan operates Vintage Financial Partners as a DBA for his LPL business. This investment-related activity takes nearly all of his time.
Employment History
Current Registrations
Destiny Wealth Partners, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Milestone Asset Management, LLC
State Farm Vp Management CORP.Broker
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.