Juan Sera is a registered investment advisor at Sera Capital Management, LLC, based in Scottsdale, AZ. Juan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 100 clients with $83M 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 $500K | 2.00% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable above $5,000,000. Non-Discretionary Trust Accounts have a different fee schedule: $0 - $2,000,000: 0.65%, $2,000,001 - $4,000,000: 0.60%, $4,000,001 - $5,000,000: 0.55%, $5,000,001 - $10,000,000: 0.50%, $10,000,001 - $20,000,000: 0.45%, Above $20,000,000: 0.40%. Certain legacy and family accounts are subject to a fee schedule that may be higher or lower than the fee schedule shown above.
Fee Estimator
Location
Scottsdale, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sera Capital Management, LLC
State Registrations1 state
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