Jeremiah Wassmer is a CFP-designated registered investment advisor at Destiny Family Office, based in Tavares, FL, with 8 years of industry experience. Jeremiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.45% |
| $50.0M - $75.0M | 0.35% |
| $75.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees are for the standard DFO discretionary wrap fee program. In certain instances, a wrap fee negotiable up to 1.45% may be negotiated with the client. If the Registrant elects to utilize separate account managers in a client’s portfolio, the client’s combined fee for Registrant’s management services and the fees charges by any third-party manager shall not exceed 2.5% of the client’s assets under management.
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 →Employment History
Current Registrations
Destiny Family Office
Destiny Wealth Partners, LLC
Previous Registrations
Ae Wealth Management, LLC
Madison Avenue Securities, LLCBroker
Lewer Financial Advisors, LLC
State Registrations1 state
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