Kara Boccella is a registered investment advisor at Serenus Wealth Advisors, LLC, based in Santa Monica, CA, with 15 years of industry experience. Kara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 129 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Serenus Wealth Advisors charges a percentage of the value of your portfolio annually. The maximum annual fee is 2%, but the actual fee is based on the services offered, complexity, the amount you invest, and your overall relationship with Serenus. Serenus generally has a minimum account size of $1,000,000 and a minimum annual fee of $10,000, which may vary based on the factors listed above. Fees are billed quarterly in advance.
Location
1299 Ocean Ave, Suite 710, Santa Monica, CA, 90401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Serenus Wealth Advisors, LLC
Previous Registrations
Certuity, LLC
Kls Professional Advisors Group, LLC
State Registrations2 states
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