Caroline Sabina Egan
Investment Adviser Representative at DESTINATION WEALTH MANAGEMENT
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Caroline Sabina Egan has worked in the securities industry since 2007. They are registered to provide investment advisory services in California, Texas, and Washington.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Next $1m | 0.88% |
| First $500,000 | 1.15% |
| Next $500,000 | 0.98% |
| Next $1m | 0.93% |
| Next $1m | 0.83% |
| Next $1m | 0.78% |
| Flat: $5M-$10M | 0.75% |
| Flat: $10M-$15M | 0.70% |
| Flat: $15M-$20M | 0.65% |
| Flat: $20M+ | 0.60% |
Firm-stated minimum; may be waived at the firm's discretion.
Destination Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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