Serena Low
Serena Low is a CFP-designated registered investment advisor at Beauport Financial Services, LLC, based in Gloucester, MA, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Ongoing financial planning/consulting fees range from $1,500 to $10,000 per year and are negotiable, based on the scope of services provided. The minimum annual fee is $1,500. Fees are paid monthly, quarterly, or semi-annually.
Beauport Financial Services offers financial planning services on an hourly and fixed fee basis. Fixed fees generally range from $1,500 to $10,000. The standard hourly fee is up to $300 per hour for meetings, phone consultations, retirement projections, and research projects.
Location
3 Heritage Way, Suite 2, Gloucester, MA, 01930
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Serena is a 50% shareowner in her husband's landscaping company and spends minimal time on bookkeeping tasks for it. She is also involved with the Gloucester Rotary, Gloucester Educational Foundation, Beauport Financial Services LLC, and Women's Associated Charities, dedicating about a quarter of her time to Beauport Financial Services.
Employment History
Current Registrations
Beauport Financial Services, LLC
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Previous Registrations
New England SecuritiesBroker
Commonwealth Equity Services, INC.Broker
Chubb Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.