Nancy Wakefield is a registered investment advisor at Serene Point Advisors LLC, based in Lake Oswego, OR, with 22 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 59 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Serene Point Advisors charges a percentage of your portfolio's value annually for investment management. The exact percentage depends on whether the portfolio is actively or passively managed. The fee includes planning, guidance, and investment management services.
- Portfolios valued between $25,000 and $1,000,000: 1.0% to 1.20% annually
- Portfolios valued over $1,000,000: 0.85% to 1.0% annually
Location
Lake Oswego, OR
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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 →Employment History
Current Registrations
Serene Point Advisors LLC
Previous Registrations
Integrated Advisors Network LLC
Martin Capital Partners, LLC
Martin Capital Partners, LLC
Amerivest Investment Management, LLC
TD Ameritrade, INC.
Strategic Advisers, INC.
Strategic Advisers, INC.
Wealth Advisors, LLC
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.