Ian Powell is a registered investment advisor at Financial Serenity, LLC, based in Burleson, TX, with 5 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 76 clients with $6.4M 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 - $3.0M | 1.00% |
| $3M+ | 0.50% |
These fees apply to 1-on-1 Clients (Signature Circle). A minimum monthly fee of $149, or $1,490 if paid annually, applies to accounts with less than $500,000 in Assets Under Management. Fees are negotiable.
Fee Estimator
Location
Burleson, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Financial Serenity, LLC
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Fortune Financial Services, INC.Broker
Interactive Financial Advisors
State Registrations2 states
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