Serendib Capital Management provides personalized investment management and financial planning services for individuals, high net worth individuals, trusts, estates, and businesses. Serendib Capital Management builds customized portfolios based on each client's specific goals, time horizon, and risk tolerance, holding full authority to make trades on their behalf. In addition to managing investments, Serendib Capital Management creates comprehensive financial plans covering cash flow analysis, retirement strategies, risk management, tax reduction, and estate preservation. The firm takes a holistic approach to help clients build, protect, and transition their wealth over the long term.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable based on historical relationships, type of assets, and anticipated future assets.