Serenus Wealth Advisors offers investment management and financial planning services. Investment management includes ongoing monitoring and rebalancing of portfolios. Financial planning covers areas like retirement, estate, tax, and education planning. Serenus also uses third-party investment advisors to implement investment portfolios. Serenus generally requires a minimum account size of $1,000,000.
Fee Structure
Serenus Wealth Advisors charges a percentage of the value of your portfolio annually. The maximum annual fee is 2%, but the actual fee is based on the services offered, complexity, the amount you invest, and your overall relationship with Serenus. Serenus generally has a minimum account size of $1,000,000 and a minimum annual fee of $10,000, which may vary based on the factors listed above. Fees are billed quarterly in advance.