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Serene Point Advisors LLC

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Client assets under management

$32,943,754

Clients

60

30% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

30

Low

Average account size

$549,063

About

Serene Point Advisors is a fee‑only registered investment adviser that provides discretionary portfolio management, financial planning and financial consulting primarily to individual and high‑net‑worth clients, as well as trusts and other institutional entities. The firm documents client goals and may create investment policy statements and client‑imposed restrictions to tailor each relationship.

The firm manages portfolios using a mix of publicly traded equities, fixed income, mutual funds, ETFs and REITs, and applies a blend of fundamental, technical/charting and cyclical analysis; it also may employ options and other derivative strategies as part of more active mandates. Serene Point can refer clients to or engage sub‑advisers for specialist management and coordinates execution and custodial arrangements for those sub‑advised relationships.

Noteworthy relative to many peers, the firm combines multi‑disciplinary analysis with an active options capability and the use of external sub‑advisers, and it incorporates financial planning and consulting into its advisory program rather than offering planning only as a separate engagement. The adviser accepts limited discretionary authority and proxy‑voting responsibilities on client accounts, does not custody client assets itself, and does not participate in initial public offering allocations.

Client services

Financial planning Portfolio management Selection of other advisers Financial consulting services

Expertise

Active portfolio management Options & derivatives strategies Real estate investing

Fee options

Percentage

$25,000 - $1,000,000: 1.00% - 1.20% Over $1,000,000+: 0.85% - 1.00%

Project-based

Up to $300 per hour for financial consulting services

Other

Account minimum: $250,000 Fee-only: Fee-only investment management services; no commissions or sales charges

Main office location

Serene Point Advisors LLC

Lake Oswego OR, United States

Number of offices

1

Most active in

More info

California · Oregon

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 503-360-9550

Advisors at this firm

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Nancy W

Series 63, Series 65, Series 66

Lake Oswego, OR

Serene Point Advisors LLC

Nancy Wakefield is a financial advisor at Serene Point Advisors LLC with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Serene Point Advisors in 2020, she worked at Integrated Advisors Network LLC and Martin Capital Partners, LLC. Serene Point Advisors provides fee-only investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm typically acts as a discretionary manager while clients retain custody of their assets, offering tailored portfolios that may include a range of investment vehicles and employing a more active options strategy when appropriate.

Active portfolio management Options & derivatives strategies Real estate investing
user avatar

Jared R

Series 63, Series 66

Lake Oswego, OR

Serene Point Advisors LLC

Jared Rasmussen is a financial advisor with Serene Point Advisors LLC in Lake Oswego, OR, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Serene Point Advisors since 2020 and has been with TD Ameritrade since 2009. Serene Point Advisors provides fee-only investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm typically acts as a discretionary manager while clients retain custody of their assets, offering tailored portfolios that may include stocks, bonds, mutual funds, ETFs, REITs, alternative investments, and options.

Active portfolio management Options & derivatives strategies Real estate investing
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