ServePoint Capital is a registered investment advisor founded in 2025 and based in Pembroke Pines, Florida. The firm is wholly owned by Vinay Desai and provides discretionary asset management services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and business entities. ServePoint Capital designs personalized investment strategies based on each client's specific goals, time horizon, and risk tolerance, using fundamental, technical, charting, and cyclical analysis. Rather than charging a traditional annual percentage fee based on the total value of your portfolio, ServePoint Capital charges performance-based fees ranging from 12% to 15% of the capital gains achieved above a high-water mark, billed quarterly in arrears. Clients must meet regulatory net worth or account minimum requirements to participate in this performance fee structure. The firm requires a minimum investment of $2,000,000 to open and maintain an account, though this minimum may be lowered or waived in certain instances.
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.