Sarasin Asset Management manages investments for a variety of clients, including high net worth individuals, trusts, charities, and corporations. Sarasin's services include selecting, monitoring, and reviewing investments. Sarasin creates portfolios using individual stocks, bonds, exchange traded funds, and mutual funds, taking into account the client's risk profile. Sarasin tailors its services to the individual needs of each client.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $30.0M | 0.55% |
| $30M+ | 0.45% |
Schedule shown is for US Private Clients. For US Charity Clients: - **First $50 million** — 0.85% per year - **From $50 million to $100 million** — 0.70% per year - **From $100 million to $200 million** — 0.60% per year - **Thereafter** — Fees are determined on application. Sarasin has discretion over the fee rates applied to clients. Fees, account minimums and payment terms are negotiable depending on a client’s unique situation.