Jameson Holehouse is a CFP-designated registered investment advisor at Destiny Capital Corporation, based in Detroit Lakes, MN, with 3 years of industry experience. Jameson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 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% |
These fees are for combined investment management and financial planning services. Minimum recurring quarterly advisory fee is $2,500. For clients utilizing Orion Portfolio Solutions, clients will pay an additional platform fee directly to Orion, not to exceed 0.15% of assets under management.
Fee Estimator
Location
Detroit Lakes, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Destiny Capital Corporation
Previous Registrations
Secure Asset Management, L.L.C.
Financial Strategies Group
State Registrations2 states
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