Rajiv Dixit is a CFP-designated registered investment advisor at Serenity Capital Advisors INC., based in Pittsford, NY, with 15 years of industry experience. Rajiv operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 44 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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% |
Management fees for portfolios over $10 million are negotiable. Donor Advised Fund accounts with balances over $100k are charged 1%.
Fee Estimator
Location
145 Sullys Trail, Ste 5, Pittsford, NY, 14534-2466
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Serenity Capital Advisors INC.
Previous Registrations
Parks Capital
State Registrations2 states
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