Serenity Capital Advisors is a registered investment advisor based in Pittsford, New York, founded in 2024. The firm provides wealth management, discretionary portfolio management, and retirement plan consulting to individuals, high net worth individuals, trusts, estates, corporations, and businesses. Serenity Capital Advisors takes a long-term approach to investing, utilizing technical analysis, fundamental analysis, and customized asset allocations tailored to each client's specific financial goals, time horizons, and risk tolerance. The firm also collaborates with clients' other trusted professionals, such as attorneys and tax advisors, to provide comprehensive oversight. In addition to investment management, the firm offers financial planning and consulting services covering estate planning, insurance planning, education savings, retirement planning, tax consulting, and divorce planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable for portfolios over $10 million. Donor-advised fund accounts with balances over $100,000 are charged a flat 1% fee.