How does the advisor help clients – Key Takeaways:
SAROFIM TRUST CO. is a well-established financial advisory firm that provides expert financial advice to its clients. With a team of experienced financial experts, the firm offers a range of services to cater to the diverse needs of its clients. Some of the key takeaways regarding how the advisor helps its clients are:
- Expert financial guidance
- Customized financial solutions
- Dedicated relationship management
- Transparent and ethical approach
Facts and Insights
SAROFIM TRUST CO. has been in the financial industry for over 60 years and has built a strong reputation for providing top-notch financial services. The firm has a team of 250 financial advisors who work closely with their clients to understand their financial goals and provide appropriate solutions. The firm prides itself on its long-standing client relationships and strives to provide the best financial advice to help clients achieve their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 Billion | 250 | 60+ years |
Financial Services Offered
SAROFIM TRUST CO. offers a comprehensive range of financial services to cater to the diverse needs of its clients. The firm specializes in wealth management, retirement planning, estate planning, tax planning, and investment management. With a team of experienced financial advisors, the firm provides customized solutions to help clients achieve their financial goals.
Client Types
SAROFIM TRUST CO. works with a wide range of clients, including high net worth individuals, families, and business owners. The firm’s expertise in different areas of financial planning and management makes it a go-to choice for clients with varying financial needs and goals. The firm also caters to corporate clients, providing them with comprehensive financial services and guidance.
Fees & Compensation
SAROFIM TRUST CO. charges a percentage of assets under management as its fee, which varies depending on the client’s portfolio. The firm believes in transparent and ethical pricing, and its advisors do not receive any commissions for recommending specific products or services. This ensures that the firm’s advisors are solely focused on providing the best financial advice to its clients without any conflicts of interest.
Background
SAROFIM TRUST CO. was founded in 1958 by Fayez Sarofim, who is known as one of the pioneers of modern portfolio management. The firm has a long history of delivering exceptional financial services and has built a strong reputation for its expertise, integrity, and transparency. The firm continues to follow Fayez Sarofim’s philosophy of putting clients’ interests first and providing them with the best financial solutions.
Financial Advisor Disclosures to Know
As a registered investment advisor, SAROFIM TRUST CO. is required to disclose any potential or existing conflicts of interest to its clients. The firm’s advisors provide full disclosure of their fees, compensation, and any other potential conflicts to ensure transparency and ethical conduct. The firm also adheres to strict compliance and regulatory guidelines to ensure the best interests of its clients are always prioritized.