Sera Capital Management is a registered investment advisor founded in April 1990, based in Annapolis, Maryland. The firm offers comprehensive asset management, portfolio consulting, and specialized investment consulting for clients implementing 1031 Exchange Plans to defer capital gains taxes on real property. Sera Capital designs customized portfolios using a mix of asset classes including stocks, bonds, mutual funds, exchange-traded funds, cash equivalents, interval funds, private placements, non-traded real estate investment trusts, private credit, and private equity. The firm serves individuals and families, foundations, endowments, charitable organizations, corporations, trusts, guardianships, and estates. Sera Capital employs a buy-and-hold strategy rooted in fundamental and technical analysis, tailoring allocations to each client's specific goals, risk tolerance, and income needs while maintaining discretionary or non-discretionary authority over accounts.
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% |
Rates shown are maximum annual percentages for separately managed accounts. Fees for accounts over $5,000,000 are negotiable. Trust accounts have a separate fee schedule starting at 0.65% for up to $2,000,000 and scaling down to 0.40% for amounts above $20,000,000.