Matthew Casas is a CFA-designated registered investment advisor at Saratoga Research & Investment Management, based in Saratoga, CA, with 13 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,016 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Saratoga Research & Investment Management charges an annual advisory fee based on the investment strategy used for your account. The fees are a percentage of the value of your investments.
The annual fees are:
- Equity - Quality: 0.75%
- Equity - Focus: 1.00%
- Strategic Income: 0.75%
- Active Fixed Income: 0.50%
- Passive Fixed Income: 0.25%
Fees may be negotiable in certain limited circumstances, and fee arrangements may vary from client to client.
Location
14471 Big Basin Way, Suite E, Saratoga, CA, 95070
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Saratoga Research & Investment Management
State Registrations1 state
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