Scharf Investments provides investment management and portfolio advisory services to individuals, retirement accounts, family offices, trusts, corporations, foundations, and registered investment companies. Scharf Investments specializes in constructing portfolios across equity, fixed income, and multi-asset strategies using rigorous fundamental research and valuation screens. The firm tailors its services to individual client needs through separately managed accounts. Additionally, Scharf Investments offers financial planning services covering retirement, estate planning, business succession, education, and investment planning, though clients remain responsible for implementing planning advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Rates shown reflect the primary Equity Solution schedule. Multi-Asset Solution is 1.0% up to $3M and 0.75% up to $5M. Fixed Income Solution is 0.5% up to $5M. Balances over $5 million are subject to institutional pricing and are negotiable.