DESTINY WEALTH PARTNERS, LLC - Financial Advisor in Florida, Tavares

Tel: 352.343.2700 2100 Lake Eustis Dr. Tavares, Florida 32778

About DESTINY WEALTH PARTNERS, LLC

DESTINY WEALTH PARTNERS, LLC is a Tavares, Florida based financial advisory firm with nearly $996,817,259 in assets under management and provides investment advisory services for 3086 clients. There are currently 21 financial advisors at the firm.

General Information

Firm CRD#:

171346

Firm SEC#:

801-79789

Assets Under Management:

$996,817,259

No. of Clients:

3086

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (FLAT FEE)

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