Serendib Capital Management (SCM) provides investment management and financial planning services. SCM determines investment strategies based on individual client goals, risk tolerance, and time horizons. Financial planning covers topics like retirement, taxes, insurance, and estate planning. Clients can place restrictions on investments. SCM does not sponsor wrap fee programs.
Assets Under Management$6.1M
Clients14
Advisors1
Avg. per Client$430K
Avg. per Advisor$6.1M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
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% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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