Jeremiah Wassmer is a CFP-designated registered investment advisor at Destiny Family Office, based in Winter Park, FL, with 9 years of industry experience. Jeremiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62 clients with $610M 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 $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 negotiable at the firm's discretion based on asset amount, portfolio composition, and engagement complexity. Certain legacy clients may have different fee schedules.
Fee Estimator
Location
620 N Denning Dr., Winter Park, FL, 32789
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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
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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