Serenity Wealth Management offers investment advisory services, primarily managing portfolios on a discretionary basis. Serenity uses a tactical allocation strategy to reduce risk and increase performance, potentially using various securities and mutual funds. Serenity also offers pension consulting services to plan sponsors. Additionally, Serenity may provide financial planning services, including recommendations for portfolio customization, retirement planning, tax optimization, and estate planning.
Assets Under Management$510M
Clients434
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$130M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1000K | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $8.0M | 0.50% |
| $8M+ | 0.25% |
Fees may be negotiated at the Advisor's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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