How does SARATOGA RESEARCH & INVESTMENT MANAGEMENT help clients – Key Takeaways:
SARATOGA RESEARCH & INVESTMENT MANAGEMENT is a full-service financial advisory firm that offers a range of services to help clients achieve their financial goals and secure their financial future.
- Provides personalized financial planning and investment management services
- Offers a comprehensive range of financial services
- Utilizes a client-focused approach
- Employs a team of experienced and knowledgeable advisors
- Has a track record of delivering successful outcomes for clients
Facts and Insights:
SARATOGA RESEARCH & INVESTMENT MANAGEMENT was founded in 2001 and is headquartered in Saratoga, California. The firm has over 20 advisors and manages approximately $1.3 billion in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.3 billion | 20+ | Since 2001 |
Financial Services Offered:
- Personalized financial planning
- Investment management services
- Estate planning
- Retirement planning
- Tax planning and management
- Risk management
Client Types:
SARATOGA RESEARCH & INVESTMENT MANAGEMENT serves a diverse range of clients, including individuals, high-net-worth individuals, families, small business owners, and corporations.
Fees & Compensation:
The firm charges a fee based on a percentage of assets under management, typically ranging from 0.50% to 1.00%. SARATOGA RESEARCH & INVESTMENT MANAGEMENT may also charge hourly or fixed fees for certain services, and some advisors may receive commissions for certain products they recommend to clients.
Background:
SARATOGA RESEARCH & INVESTMENT MANAGEMENT was founded by a team of experienced financial advisors who shared a commitment to providing personalized and comprehensive financial services to their clients. The firm’s mission is to help clients achieve their financial goals and navigate the complexities of the financial world with confidence.
Financial Advisor Disclosures to Know:
SARATOGA RESEARCH & INVESTMENT MANAGEMENT and its advisors have a clean record with no disciplinary actions or regulatory issues. The firm is a registered investment advisor with the Securities and Exchange Commission (SEC).