Alan Belanger
Alan Belanger is a registered investment advisor at Destiny Wealth Partners, LLC, based in Tavares, FL, with 4 years of industry experience. Alan 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
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.
Exams
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