Sera Lawrentz is a registered investment advisor at Blue Water Wealth, based in Tiverton, RI, with 1 years of industry experience. Sera operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 404 clients with $470M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
In circumstances where Blue Water Wealth determines in its sole discretion that a client’s portfolio management, information, and/or reporting needs exceed its ordinary CAMP program service level (“Curated Management”), your CAMP account may be subject to an additional fee of up to 0.25% per annum from the annualized rates set forth in the fee schedule above.
Fee Estimator
Location
Tiverton, RI
Get directionsHistory
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 →Other Business Activities
Sera is a consultant and owner of S. Lawrentz Coaching LLC and S. Lawrentz Consulting, LLC, engaging in professional speaking, training, and consulting. This takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Blue Water Wealth
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.