Serenity Capital Advisors (SCA) offers wealth management services to individuals, high net worth individuals, trusts, estates, corporations, and businesses. SCA acts as a fiduciary, prioritizing client interests and mitigating conflicts. SCA establishes personalized asset allocations based on client circumstances, investment goals, risk tolerance, and time horizon. SCA manages all client assets on a discretionary basis. SCA also provides retirement plan advisory services to plan sponsors.
Assets Under Management$63M
Clients44
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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