Destiny Wealth Partners provides investment management and financial planning services to individuals, families, pension plans, and businesses. Services include wealth management, financial planning, and consulting. Destiny Wealth Partners also offers retirement plan consulting and management services to employer-sponsored retirement plans. Destiny Wealth Partners may recommend unaffiliated investment managers and private investment funds.
Fee Structure
Destiny Wealth Partners offers investment management services on a wrap fee basis or a non-wrap fee basis.
Wrap Fee Program: Clients pay a single annual fee, inclusive of trade execution, custody, reporting, and investment management fees. The fee is negotiable up to 1.80% of assets.
Non-Wrap Fee Basis: Fees are negotiable, generally ranging between 0.50% and 1.80% of the market value of assets managed.
Destiny Family Office (DFO): Fees are negotiable based on assets under management, complexity, and scope of services.
Legacy wrap fee schedules are maintained for a small number of longstanding clients.