Serene Growth Partners provides investment management services, offering continuous supervision over client accounts. They manage accounts based on the client's financial situation, investment objectives, and risk tolerance. Serene Growth Partners actively monitors accounts and provides advice on buying, selling, reinvesting, or holding securities. The firm provides investment advice on exchange-listed securities, over-the-counter securities, foreign issues, and options contracts. Serene Growth Partners' investment strategy is high risk and speculative.
Fee Structure
Serene Growth Partners offers asset management services. For clients who do not meet the definition of a "qualified client" (less than $1,100,000 under management or net worth less than $2,200,000), the annual fee is 2.00% of your portfolio.
For qualified clients, Serene Growth Partners offers several fee options, all of which include a performance fee component. These options include:
- 1% AUM Fee + 15% Performance Fee: 1% of your portfolio annually, plus 15% of annual returns over 0%, plus 20% of annual returns over 100%.
- 2% AUM Fee + 15% Performance Fee: 2% of your portfolio annually, plus 15% of annual returns over 10%, plus 20% of annual returns over 100%.
- 0% AUM Fee + 20% Performance Fee: No annual fee, but 20% of annual returns.
- 0% AUM Fee + Tiered Performance Fee: No annual fee, but 10% of annual returns below 10%, and 20% of annual returns above 10%.
There is a minimum account size of $200,000 for both non-qualified and qualified clients.