Destination Wealth Management's Form ADV discloses 1.15% on the first $500,000, 0.98% on the next $500,000, 0.93% on the next $1 million, 0.88% on the next $1 million, 0.83% on the next $1 million, and 0.78% on assets above $4 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #110365), Destination Wealth Management is subject to fiduciary duty under federal law.
Destination Wealth Management is headquartered in WALNUT CREEK, CA.
Destination Wealth Management serves 1,335 high-net-worth clients according to their SEC filing dated July 14, 2026. View client details ↓
According to their SEC Form ADV, Destination Wealth Management offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
Destination Wealth Management manages $4.9 billion in client assets according to their SEC filing dated July 14, 2026.
According to their SEC Form ADV, Destination Wealth Management serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓