Advisor at Destiny Capital Corporation
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Firm
Destiny Capital Corporation
Location
College Station, TX
Credentials
CFP®
Industry experience
8 years
Curtis Burch is a CFP® professional with eight years of industry experience, currently serving as an advisor at Destiny Capital Corporation since 2022. Prior to joining Destiny Capital, he worked at Briaud Financial Advisors for nine years. Destiny Capital Corporation provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and institutions. The firm emphasizes entrepreneur-focused advisory services and employs a diversified investment approach combining tactical adjustments with quantitative and fundamental analysis.
Based on Destiny Capital Corporation
Based on Destiny Capital Corporation
$16,000/year flat fee for Destiny for Entrepreneurs program; $2,500 to $20,000 for combined financial planning and investment management services
$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 0.95% Above $5,000,000+: 0.50%
$395/hour for stand-alone financial planning; $200–$500/hour for consulting services
Account minimum: $500,000 Minimum fee: Minimum recurring quarterly advisory fee – $2,500 for combined services
College Station, TX
Texas
Destiny Capital Corporation
2022 - Present (4 years)
Briaud Financial Advisors
2013 - 2022 (9 years)
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CFA®, CFP®
Bryan, TX
Charis Legacy Partners
I started my investing journey in the early 2000’s during the dotcom bubble, so I have been through multiple market cycles. I began my professional career in financial services as an equity analyst for a boutique hedge fund, and after business school, I spent eight years with Vanguard, which is where my career as a wealth manager and financial planner began. I have clients all over the country with whom I work remotely, including many working for startups and in the tech industry, so I have a lot of experience planning for and advising on equity compensation. I have been married to my lovely wife, Erin, since 2009, and we have three children who keep me busy outside of work; I am passionate about raising them to be well-rounded, curious and thoughtful individuals who prize character and integrity above all else. I love the outdoors and exploring new places, learning new things and experiencing new cultures.
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CFP®, Series 63
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Traditions Wealth Advisors, LLC.
CFP®, Series 66
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