Andrew Stewart is a registered investment advisor at Sarasin Asset Management Limited, based in Austin, TX, with 12 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 155 clients with $580M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $30.0M | 0.55% |
| $30M+ | 0.45% |
Schedule shown is for US Private Clients. For US Charity Clients: - **First $50 million** — 0.85% per year - **From $50 million to $100 million** — 0.70% per year - **From $100 million to $200 million** — 0.60% per year - **Thereafter** — Fees are determined on application. Sarasin has discretion over the fee rates applied to clients. Fees, account minimums and payment terms are negotiable depending on a client’s unique situation.
Fee Estimator
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew works as a consultant for Trust Corporation International, an international trust company, focusing on marketing and professional intermediaries. This activity requires about 10-20% of Andrew's time.
Employment History
Current Registrations
Sarasin Asset Management Limited
Previous Registrations
Sarasin Asset Management Limited
State Registrations1 state
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