Financial Serenity, based in Burleson, TX, offers customized investment management, financial planning, and financial coaching. They work with clients to determine financial goals, time horizons, and risk tolerance, then create and manage a customized investment portfolio. They also offer periodic portfolio reviews and advisory consulting services. Financial Serenity's services are built around being Christ First, Client-Focused, and Coaching Centered.
Assets Under Management$6.4M
Clients76
Advisors1
Avg. per Client$84K
Avg. per Advisor$6.4M
Fee Structure
Minimum Investment:None
Minimum Annual Fee:$1,490
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
These fees apply to 1-on-1 Clients (Signature Circle). A minimum monthly fee of $149, or $1,490 if paid annually, applies to accounts with less than $500,000 in Assets Under Management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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