Katherine Thorsey is a registered investment advisor at Serenus Wealth Advisors, LLC, based in Santa Monica, CA. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 129 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Serenus Wealth Advisors charges a percentage of the value of your portfolio annually. The maximum annual fee is 2%, but the actual fee is based on the services offered, complexity, the amount you invest, and your overall relationship with Serenus. Serenus generally has a minimum account size of $1,000,000 and a minimum annual fee of $10,000, which may vary based on the factors listed above. Fees are billed quarterly in advance.
Location
1299 Ocean Ave, Suite 710, Santa Monica, CA, 90401
Get directionsHistory
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
Serenus Wealth Advisors, LLC
State Registrations1 state
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.