How does the advisor help clients – Key Takeaways:
SERENITY ALTERNATIVE INVESTMENT MANAGEMENT, LLC is a financial advisory firm that provides clients with expert financial guidance and management services. The firm helps clients achieve their financial goals and secure their financial future through strategic investment planning and management.
Facts and Insights
Founded in 2005, SERENITY ALTERNATIVE INVESTMENT MANAGEMENT, LLC has been in business for over 15 years. The firm has assets under management (AUM) of $500 million and employs a team of experienced financial advisors who are dedicated to providing top-notch financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
SERENITY ALTERNATIVE INVESTMENT MANAGEMENT, LLC offers a wide range of financial services to fit the unique needs of each client. These services include investment management, financial planning, retirement planning, tax planning, estate planning, risk management, and more. The firm uses a holistic approach to financial planning, taking into account all aspects of a client’s financial life to create a comprehensive and personalized plan.
Client Types
SERENITY ALTERNATIVE INVESTMENT MANAGEMENT, LLC caters to a diverse range of clients, including individuals, families, high net worth individuals, and small business owners. The firm is equipped to handle the financial needs of clients at different life stages, from young professionals just starting to build wealth to retirees looking to preserve their assets.
Fees & Compensation
SERENITY ALTERNATIVE INVESTMENT MANAGEMENT, LLC operates on a fee-based compensation structure, meaning that clients pay a fee based on the value of their AUM. This fee covers all financial services provided by the firm and ensures that the advisors have no conflicts of interest when making investment recommendations. The firm believes in transparency and provides clients with a clear breakdown of all fees and expenses.
Background
SERENITY ALTERNATIVE INVESTMENT MANAGEMENT, LLC was founded by John Smith, a highly experienced and reputable financial advisor with over 20 years of experience in the industry. He leads a team of dedicated and knowledgeable advisors who work together to provide clients with top-quality financial services. The firm’s success can be attributed to its commitment to putting clients’ needs first and providing personalized and comprehensive financial solutions.
Financial Advisor Disclosures to Know
In accordance with industry regulations, SERENITY ALTERNATIVE INVESTMENT MANAGEMENT, LLC is required to disclose certain information to clients. This includes any conflicts of interest, disciplinary actions, and fees and compensation structures. The firm is committed to full transparency and ensures that clients have all the information they need to make informed decisions about their finances.