George Wehrfritz

Saratoga Research & Investment Management

15 Years of Experience

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Firm Information

Saratoga Research & Investment Management

Compensation

Fee-Only (AUM)

Number of Advisors

15 advisors

Number of Clients

3,016 clients

Average Client Portfolio

$833K average

Assets Under Management

$2.5B

Fee Structure

Minimum Investment:$100K

Financial Planning:Included in AUM fee

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	N/A

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Saratoga Research & Investment Management charges an annual advisory fee based on the agreed-upon investment strategy, calculated as a percentage of assets under management. Fees may be negotiable in certain limited circumstances and may vary significantly from client to client. SaratogaRIM does not charge separate Financial Planning fees.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEstate PlanningCharitable GivingHigh Net Worth

Advisor Information

Office location

Salinas, CA

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Regulatory History

Clean regulatory record

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.