Seraphim Wealth Advisors, Inc. is a registered investment advisor based in Atlanta, Georgia, providing ongoing portfolio management services to individuals, high-net-worth individuals, and institutions. The firm builds customized investment portfolios based on each client's specific goals, time horizon, and risk tolerance, creating an Investment Policy Statement for every client. Seraphim Wealth Advisors uses a range of analysis methods, including fundamental, technical, quantitative, and modern portfolio theory, and invests across various asset classes such as mutual funds, exchange-traded funds, fixed income securities, real estate funds, insurance products including annuities, and private placements. The firm operates with discretionary authority to make investment decisions on behalf of clients. In addition to investment management, representatives of Seraphim Wealth Advisors may engage in outside business activities such as insurance sales, which are disclosed as conflicts of interest and managed to ensure clients' best interests are prioritized.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are generally negotiable.