Sarofim International Management CO
Assets Under Management
$2.4B
Number of Clients
15
Number of Advisors
14
Avg. Portfolio per Client
$162.3M
Avg. Managed per Advisor
$173.9M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Sarofim International Management Company offers investment management services to institutions and individuals. The firm's primary offering is the Large Capitalization Equity Product, focused on domestically traded stocks. They also offer Global and International Equity Products. The firm manages separate portfolios, considering a client’s financial resources, investment objectives, and needs. Sarofim International Management Company manages clients’ assets on a discretionary basis.
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 applies to Large Capitalization Equity Product, Concentrated Equity Product, Equity Income Product, and the Equity Portfolios of Balanced Accounts. Global Equity and International Equity Products have a different schedule: First $50M: 0.60%, Next $50M: 0.40%, Over $100M: 0.30%. Fixed income securities: 0.20%.
Fee Estimator
Areas of Practice
Location
Two Houston Center, Suite 2907, Suite 2907, Houston, TX, 77010-1014