Destiny Family Office offers wealth management services, including investment management, financial planning, and administrative duties, primarily to high-net-worth families. Services are tailored to each client's unique needs, considering their objectives, constraints, and risk tolerance. Destiny Family Office also provides financial planning and consulting services on a stand-alone basis.
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 for the standard DFO discretionary wrap fee program. In certain instances, a wrap fee negotiable up to 1.45% may be negotiated with the client. If the Registrant elects to utilize separate account managers in a client’s portfolio, the client’s combined fee for Registrant’s management services and the fees charges by any third-party manager shall not exceed 2.5% of the client’s assets under management.