Sera Capital Management offers investment management services, managing portfolios based on your goals, risk tolerance, and income needs. They use stocks, bonds, mutual funds, ETFs, and other investments. They also offer consulting services for 1031 Exchange Plans, providing information and due diligence. Sera Capital Management does not provide accounting or legal advice.
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.