Serene Financial Solutions provides personalized investment advice and financial planning services. Serene Financial Solutions requires clients to engage them for financial planning before providing portfolio management services. The firm offers financial planning, educational seminars, financial consulting, and tax preparation services. Serene Financial Solutions primarily advises on equity securities, corporate debt securities, certificates of deposit, municipal securities, mutual funds, and exchange traded funds.
Assets Under Management$4.3M
Clients28
Advisors1
Avg. per Client$150K
Avg. per Advisor$4.3M
Fee Structure
Planning is included in investment management
Serene Financial Solutions requires clients to engage them for financial planning before providing portfolio management services. The firm does not specify the fees for investment management services in this brochure.
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