Serco Investments manages investment portfolios for individuals and charitable organizations. They invest primarily in stocks and bonds listed on U.S. stock exchanges. Accounts are managed individually, and the brokerage firm holding the account acts as custodian. Serco's investment strategy involves identifying long-term market trends and using computer models to aid research. They aim to preserve capital while seeking high returns.
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 - $4.0M | 1.00% |
| $4M+ | 1.00% |
Fees are subject to negotiation. Minimum annual fee: $3,750
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...