Daniel Serra is a CFP-designated registered investment advisor at Sagevest Wealth Management, based in Bethesda, MD, with 16 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 150 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees range between 0.50% and 1.00% depending on the level of assets under management. Fee schedules may vary based on relationship size and complexity.
Fee Estimator
Contact
Daniel Serra
Location
Bethesda, MD
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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
Daniel works as adjunct faculty at Southern New Hampshire University since 2017. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Sagevest Wealth Management
Previous Registrations
Chevy Chase Trust Company
Freed Advisors
Strategic Financial Planning, INC.
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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