Destiny Capital Corporation manages investment portfolios and offers comprehensive financial planning services for individuals, families, and entrepreneurs. The firm builds diversified portfolios using modern portfolio theory and tactical asset allocation, utilizing stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. Destiny Capital provides ongoing portfolio monitoring, risk tolerance assessment, and financial planning covering retirement, estate planning, taxes, and charitable giving. Clients can choose combined portfolio management and financial planning or standalone investment management. The firm also maintains an affiliate, Destiny Tax and Accounting, to offer tax preparation and planning services. Destiny Capital operates primarily on a discretionary basis, making trades on behalf of clients according to an agreed-upon investment plan.
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%.