Serene Wealth Planning (SWP) offers financial planning and investment management services. SWP provides advice on topics like goal creation, retirement planning, tax planning, and wealth transfer planning. SWP also offers a one-time divorce retirement projection and hourly ongoing engagements. SWP may recommend Asset Dedication, LLC, an independent advisor, for investment strategies.
Assets Under Management$7.3M
Clients8
Advisors1
Avg. per Client$910K
Avg. per Advisor$7.3M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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