Courtney Kenning is a CFP-designated registered investment advisor at Destiny Capital Corporation, based in Golden, CO, with 8 years of industry experience. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 260 clients with $380M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 0.95% |
| $5M+ | 0.50% |
Rates are for combined investment management and financial planning. Standalone portfolio management has a separate schedule of 0.90% up to $5M and 0.50% above $5M with a $1M minimum. Orion platform fee may add up to 0.15%.
Fee Estimator
Location
14143 Denver West Parkway, Suite 100, Golden, CO, 80401
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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 Capital Corporation
Previous Registrations
Mariner Wealth
Callahan Advisors, LLC
State Registrations2 states
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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