Reynaldo Reza is a CFA-designated registered investment advisor at Sarofim Trust CO, based in Houston, TX, with 25 years of industry experience. Reynaldo 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 96 clients with $13B 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% |
Schedule reflects Large Capitalization Equity, Concentrated Equity, Equity Income, and Balanced Portfolios. Global and International Equity products have a separate schedule starting at 0.60%. Fixed income is billed at a flat 0.20%.
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 Trust CO
Sarofim International Management 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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