Serco Investments provides personalized investment management services for individuals and charitable organizations. Founded in San Francisco and currently based in Miami, the firm is led by founder and President Rajiv Sharma. Serco Investments focuses primarily on managing stocks and bonds through individual accounts held at third-party custodians, utilizing computer models and technical analysis to capture long-term market trends. The firm manages portfolios with the authority to make trades without asking clients first, tailoring accounts to specific goals such as generating income or restricting certain investments.
Assets Under Management$36M
Clients13
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$3,750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1.5M | 1.25% |
| $1.5M+ | 1.00% |
Fees are subject to negotiation. Minimum annual fee is $3,750.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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