Seren Wealth Advisors offers investment management services where they make investment decisions for you, as well as financial planning and consulting on an hourly basis. They also offer retirement plan services to plan sponsors and participants. Seren Wealth may recommend third-party money managers to manage your portfolio. The firm does not sell insurance or commissioned products, but the Managing Member is licensed to sell insurance products.
Assets Under Management$43M
Clients61
Advisors1
Avg. per Client$700K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.95% |
| $250K - $750K | 0.90% |
| $750K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.55% |
Minimum monthly fee of $100.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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