Saratoga Research & Investment Management offers investment management services, mainly focusing on large-cap equity securities. SaratogaRIM manages investments for individuals, high-net-worth individuals, and various entities. The firm's investment strategies, SaratogaRIM Large Cap Quality and SaratogaRIM Large Cap Quality Focus, invest in high-quality companies. For some clients, SaratogaRIM offers comprehensive financial planning services covering retirement, cash flow, estate, charitable giving, tax, and insurance planning.
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.