Rajiv Dixit is a CFP-designated registered investment advisor at Serenity Capital Advisors INC., based in Pittsford, NY, with 15 years of industry experience. Rajiv operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 5 more. Their firm serves 48 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable for portfolios over $10 million. Donor-advised fund accounts with balances over $100,000 are charged a flat 1% fee.
Fee Estimator
Location
145 Sullys Trail, Ste 5, Pittsford, NY, 14534-2466
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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
Serenity Capital Advisors INC.
Previous Registrations
Parks Capital
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.
Exams
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