Serene Point Advisors offers investment management services tailored to clients' financial situations and objectives. They review clients' financial affairs, set goals, and make ongoing suggestions. Portfolios are designed using a mix of investments, including stocks, bonds, mutual funds, REITs, and ETFs. Serene Point also provides financial planning services covering investment, retirement, estate, charitable, education, and business planning. They may refer clients to other specialists. Financial consulting services are also available for specific financial topics.
Fee Structure
Serene Point Advisors charges a percentage of your portfolio's value annually for investment management. The exact percentage depends on whether the portfolio is actively or passively managed. The fee includes planning, guidance, and investment management services.
- Portfolios valued between $25,000 and $1,000,000: 1.0% to 1.20% annually
- Portfolios valued over $1,000,000: 0.85% to 1.0% annually