Scharf Investments, LLC
Assets Under Management
$4.2B
Number of Clients
1,523
Number of Advisors
9
Average Client AUM
$2.8M
AUM per Advisor
$469.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Scharf Investments, LLC offers tailored investment advice and portfolio management to individuals, registered investment companies, retirement accounts, trusts, family offices, corporations, endowments, and foundations. They primarily invest in publicly traded equity and fixed income securities in U.S. and foreign markets. Scharf also offers financial planning services.
Fee Structure
Scharf's fees are negotiable and based on factors like client type, complexity, and assets under management. For Equity Solution clients paying only an Asset Based Fee, the typical annual fee is 1.25% on the first $3,000,000 of assets, plus 0.80% over $3 million and up to $5 million. For Multi-Asset Solution clients, it's 1.0% on the first $3,000,000, plus 0.75% over $3 million and up to $5 million. For Fixed Income Solution clients, it's 0.5% on the first $5,000,000. Balances over $5 million are subject to an institutional pricing schedule. Some clients may pay a Performance Fee. Financial planning fees typically start at $2,500 and increase based on complexity.
Areas of Practice
Location
16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA, 95032