Serenity Investment Advisors

Serenity Wealth Management, operating as Serenity Investment Advisors, is a registered investment advisor based in Chicago, IL, established in April 2020. The firm offers fee-based investment advisory services, focusing on custom portfolio management with a tactical allocation strategy to reduce risk and enhance performance. Investment options include various securities, mutual funds, and options. Serenity also provides pension consulting services, evaluating retirement plans and offering recommendations. The firm may recommend private placement investments for qualified clients seeking uncorrelated assets. Financial planning services are available, covering investment strategies, tax optimization, estate planning, and more. Clients are charged asset management fees based on a tiered structure, with fees deducted quarterly. The firm does not charge performance-based fees and serves a range of clients, including individuals, trusts, and corporations. Serenity follows a fundamental analysis approach and offers 15 proprietary investment models. The firm does not provide wrap fee programs and maintains a Code of Ethics to address conflicts of interest. Clients have discretion over their investments, and the firm does not vote on client securities. Serenity does not have custody of client funds and does not solicit prepayment exceeding $1,200.