Daniel Serra is a CFP-designated registered investment advisor at Sagevest Wealth Management, based in Mclean, VA, with 15 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 132 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SageVest's fee for managing your investments is a percentage of the total value of your portfolio. The annual fee ranges from 0.40% to 1.00%, depending on the amount of assets SageVest manages for you. The more you invest, the lower the percentage. Fee schedules may vary based on the size and complexity of the relationship. SageVest requires a minimum investment of $1,000,000 for new clients, though exceptions may be granted.
Contact
Daniel Serra
Location
1320 Old Chain Bridge Road, Suite 250, Mclean, VA, 22101
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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.
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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