Serenity Advising offers personalized investment management and financial planning services for individuals, high net worth clients, trusts, and estates. Serenity Advising creates customized investment portfolios based on each client's goals, time horizon, and risk tolerance, and has the authority to make trades on the client's behalf. In addition to managing investments, Serenity Advising provides comprehensive financial planning covering retirement strategies, cash flow analysis, tax considerations, risk management, and estate preservation. Serenity Advising also assists retirement plan sponsors with fiduciary and educational services. Clients can also receive help with insurance products through independent agency affiliations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.