Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
132 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$358.5M
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
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Contact
Daniel a Serra
Location
1320 Old Chain Bridge Road, Suite 250, Mclean, VA, 22101
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Regulatory History
Clean regulatory record
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 →Other Business Activities
Daniel works as adjunct faculty at Southern New Hampshire University since 2017. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Sagevest Wealth Management
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Chevy Chase Trust Company
May 2014 - October 2021 · 7 yrs 5 mos
Freed Advisors
September 2012 - April 2014 · 1 yr 7 mos
Strategic Financial Planning, INC.
January 2010 - April 2013 · 3 yrs 3 mos
State Registrations2 states
MDVA
Advisor
Exams
No exam information available for this advisor.
Contact
Daniel a Serra