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Jameson Holehouse

Advisor at Destiny Capital Corporation

Updated today
Destiny Capital Corporation logo

Firm

Destiny Capital Corporation

Location

Detroit Lakes, MN

Credentials

CFP®, Series 65

Industry experience

3 years

About

Jameson Holehouse is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Destiny Capital Corporation and has previously worked at Secure Asset Management, Financial Strategies Group, and Classic Asset Management. Prior to his financial advisory roles, he was affiliated with West Virginia University and Young Life. Destiny Capital Corporation provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and institutions. The firm offers a specialized program for entrepreneurs that integrates business planning and an investment thesis spanning business interests, real estate, collectibles, and public-market allocations.

Client services

Based on Destiny Capital Corporation

Financial planning Portfolio management Selection of other advisers Consulting

Expertise

Based on Destiny Capital Corporation

Business exit / sale strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Private / alternative investments

Occupation focus

Based on Destiny Capital Corporation

Founder/Business Owner Executive

Fee options

Fixed

$16,000/year flat fee for Destiny for Entrepreneurs program; $2,500 to $20,000 for combined financial planning and investment management services

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 0.95% Above $5,000,000+: 0.50%

Project-based

$395/hour for stand-alone financial planning; $200–$500/hour for consulting services

Other

Account minimum: $500,000 Minimum fee: Minimum recurring quarterly advisory fee – $2,500 for combined services

Location

Detroit Lakes, MN

Most active in

Minnesota · Texas

Work history

Destiny Capital Corporation

2025 - Present (1 year)

Secure Asset Management, L.L.C.

2024 - 2025 (1 year)

Financial Strategies Group

2023 - 2025 (2 years)

Classic Asset Management, LLC

2023 - 2025 (2 years)

UnEmployed

2021 - 2023 (2 years)

West Virginia University

2021 - 2021 (1 year)

Young Life

2016 - 2021 (5 years)

Young Life

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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