Destination Wealth Management offers investment management and financial planning services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Investment management includes asset allocation, investment research, and portfolio monitoring. Financial planning covers net worth analysis, cash flow projections, tax review, education funding, insurance analysis, estate planning review, and retirement planning. For clients with over $5,000,000 in assets, Destination offers estate planning and tax services through strategic partners.
Assets Under Management$4.1B
Clients2,190
Advisors39
Avg. per Client$1.9M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.98% |
| $1.0M - $2.0M | 0.93% |
| $2.0M - $3.0M | 0.88% |
| $3.0M - $4.0M | 0.83% |
| $4.0M - $5.0M | 0.78% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $20.0M | 0.65% |
| $20M+ | 0.60% |
Fees are negotiable at the sole discretion of the Adviser.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
39 Advisors at this firm
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