Sarofim Trust Co. offers investment management services to individuals and institutions. The firm's primary offering is large capitalization equity portfolios, but they also offer global, international, concentrated equity, equity income, core fixed income, and balanced portfolios. Sarofim Trust Co. manages client accounts on a discretionary basis, making investment decisions based on the client's financial situation and goals. The firm's investment strategies focus on long-term growth and tax efficiency.
Fee Structure
Sarofim Trust Co. charges a percentage of your portfolio's value each year for investment management. The specific rate depends on the type of investments and the amount you have invested.
For Large Capitalization Equity, Concentrated Equity, Equity Income, and Equity Portfolios of Balanced Accounts:
- First $2M: 0.75% per year
- Next $18M: 0.50% per year
- Next $20M: 0.40% per year
- Next $20M: 0.35% per year
- Over $60M: 0.20% per year
For Global Equity and International Equity Products:
- First $50M: 0.60% per year
- Next $50M: 0.40% per year
- Over $100M: 0.30% per year
For Fixed Income Securities: 0.20% per year.
Sarofim Trust Co. also manages the Sarofim Trust Co. Employee Benefit Investment Trust and charges 0.50% per year.
Sarofim Trust Co. may bill cash positions in portfolios at an annual rate of 0.20%, but currently waives this fee.