Advisor at Destiny Capital Corporation
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Firm
Destiny Capital Corporation
Location
Denver, CO 80202
Credentials
Series 66
Industry experience
11 years
Tiffany Charles is a financial advisor at Destiny Capital Corporation with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Park Ave Securities and Guardian. She serves on the board of the DSST Foundation in Denver and is a Success Coach with Limitless Advisors/Educe Inc., a non-paid role involving member support and retreat preparation. Additionally, she is on the board of bQuest, providing consulting and sales support. Destiny Capital Corporation offers 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, quantitatively informed investment approach tailored to client objectives.
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
1800 Wazee Street, Suite 300
Denver, CO 80202
Colorado · Texas
Destiny Capital Corporation
2018 - Present (8 years)
Destiny Capital Securities Corporation
2018 - 2021 (3 years)
Park Ave Securities
2015 - 2018 (3 years)
Guardian
2015 - 2018 (3 years)
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