Martin Kollmorgen is a CFA-designated registered investment advisor at Serenity Alternative Investment Management, LLC, based in Arvada, CO. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $7.8M 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 | 1.50% |
Fees are negotiable. A 15% performance fee is also charged quarterly, subject to a high-water mark. Performance-based fees are only charged to clients with at least $1.1 million in assets under management or a net worth (excluding primary residence) of over $2.2 million.
Fee Estimator
Location
7878 Wadsworth Blvd, Suite 350, Arvada, CO, 80003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Serenity Alternative Investment Management, LLC
State Registrations1 state
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