Vinay Desai is a registered investment advisor at Servepoint Capital LLC, based in Pembroke Pines, FL. Vinay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
ServePoint Capital does not charge a traditional annual fee based on the total value of your portfolio. Instead, the firm charges a performance-based fee ranging from 12% to 15% of the investment gains achieved in your account.
- High-Water Mark Rule: Performance fees are charged only when your account value exceeds its previous highest ending value, known as a high-water mark.
- Billing: Fees are calculated and billed quarterly in arrears, or deducted directly from your account.
- Eligibility: To qualify for this performance-based fee arrangement, federal rules require you to have a net worth of more than $2,200,000 (excluding your primary residence) or at least $1,100,000 invested with ServePoint Capital.
Location
Pembroke Pines, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Servepoint Capital LLC
State Registrations1 state
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Exams
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