Destiny Family Office, LLC offers discretionary and non-discretionary investment management, family office services, and standalone financial planning. The firm builds customized investment portfolios utilizing mutual funds, exchange-traded funds, individual stocks, bonds, options, private equity, and other alternative investments. For clients maintaining a minimum asset level of $10,000,000 (or $5,000,000 in certain circumstances), Destiny Family Office provides comprehensive family office services—including administrative, tax, and estate planning coordination—at no additional fee. Clients may engage the firm on a wrap fee basis (where a single fee covers investment management, trade execution, and custody) or a non-wrap fee basis. The firm also offers standalone financial planning and consulting on a fixed-fee or hourly basis, and provides retirement plan consulting for employer-sponsored plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.45% |
| $50.0M - $75.0M | 0.35% |
| $75.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees are negotiable at the firm's discretion based on asset amount, portfolio composition, and engagement complexity. Certain legacy clients may have different fee schedules.