About FINANCIAL DESTINY LLC
FINANCIAL DESTINY LLC is a leading financial advisory firm that specializes in helping clients achieve their financial goals. With a team of experienced financial experts, they provide personalized and comprehensive financial planning services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Assessing clients’ financial situations and goals to create a personalized financial plan
- Providing regular portfolio reviews and adjustments to ensure clients’ goals are on track
- Offering investment management services to help clients grow their wealth
- Providing education and resources to help clients make informed financial decisions
Facts and Insights
Here are some key facts and insights about FINANCIAL DESTINY LLC:
- Founded in 2008
- Assets under management: over $500 million
- Number of advisors: 10
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2015 | $300 | 5 |
| 2016 | $350 | 7 |
| 2017 | $400 | 8 |
| 2018 | $450 | 9 |
| 2019 | $500 | 10 |
Financial Services Offered
FINANCIAL DESTINY LLC offers a wide range of financial planning and management services, including:
- Retirement planning
- Estate planning
- Investment management
- Tax planning
- Education planning
- Insurance planning
- And more
Client Types
FINANCIAL DESTINY LLC works with a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Small business owners
- Corporate executives
- And more
Fees & Compensation
FINANCIAL DESTINY LLC charges a fee based on a percentage of assets under management. This fee structure ensures that their interests are aligned with those of their clients, as they only earn more when their clients’ investments perform well. They also offer hourly and flat fee services for specific financial planning needs.
Background
The team at FINANCIAL DESTINY LLC is made up of experienced financial advisors with backgrounds in finance, accounting, and investment management. They have a diverse range of expertise, allowing them to provide comprehensive financial planning services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, FINANCIAL DESTINY LLC is required to disclose any potential conflicts of interest and disciplinary actions. They have a clean record, with no reported violations or disciplinary actions.