Saratoga Research & Investment Management

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Assets Under Management

$2.5B

Number of Clients

3,016

Number of Advisors

Average Client AUM

$833K

AUM per Advisor

$167.4M

Compensation

Fee-Only (AUM)

About This Firm

Saratoga Research & Investment Management provides discretionary investment advisory services, primarily in large cap equity securities. They offer strategies through separately managed accounts to individuals, high-net-worth individuals, and entities. They also sub-advise portfolios for mutual funds and provide model portfolios to platforms.

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

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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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