Raye White is a CIC-designated registered investment advisor at Sarofim International Management CO, based in Houston, TX, with 65 years of industry experience. Raye operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 14 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $20.0M | 0.50% |
| $20.0M - $40.0M | 0.40% |
| $40.0M - $60.0M | 0.35% |
| $60M+ | 0.20% |
Rates shown are for equity products. Global and international equity products have a separate schedule: first $50M at 0.60%, next $50M at 0.40%, and amounts over $100M at 0.30%. Fixed income securities are billed at a flat 0.20% per year.
Fee Estimator
Location
Two Houston Center, Suite 2907, Houston, TX, 77010
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Sarofim International Management CO
Sarofim Trust CO
Fayez Sarofim & CO.
Previous Registrations
Sarofim Advisors Group INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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