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sera capital management, llc

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sera capital management, llcannapolis, MD

Additional Information

Fee-only fiduciary advisors specializing in Delaware Statutory Trusts and 721 UPREIT exchanges for tax-efficient real estate exits. Chosen as preferred 1031 and 721 exchange specialist for one of the nation's largest wealth management organizations following Big Four accounting firm due diligence.

Registered Financial Advisors

Specializes in

Tax-efficient exit planningReal estate investor exitsBusiness owner exitsDeveloper exitsDelaware Statutory Trusts721 UPREIT exchanges

Services

1031 Exchange Advisory721 Exchange AdvisoryDelaware Statutory Trust AdvisoryQualified Opportunity Fund AdvisoryBusiness Exit PlanningSection 453 Installment Sales Advisory

Additional information extracted from the firm's public website. Last updated: September 16, 2026

Contact Information

Phone: 301-464-8333

Website: http://seracapital.com

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Frequently Asked Questions

How much does a financial advisor cost in annapolis?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.