Saratoga Research & Investment Management, federally registered in 2000, is a Registered Investment Advisor (RIA) in 15 state(s) with a licensed staff of 12 advisors. Saratoga Research & Investment Management manages $2.1 billion and provides investment advisory services for 3,234 clients (1:270 advisor/client ratio).
Fees generally vary from 1.00% to 1.20% of assets under management.
| Feature | Value |
| Estimated Fees (Annual) | N/A on $0 portfolio |
| Annual Management Fee Notes | Fees generally vary from 1.00% to 1.20% of assets under management. |
| Minimum Investment | $100,000 |
| Minimum Annual Fee | $0 |
| Average Account AUM | $653,399 |
| Hybrid Advisor | No |
| Disciplinary History | No |
| Total AUM | $2.1 billion |
| Advisor / Client Ratio | 1:270 |
| Headquarters | E Saratoga, CA |
| SEC Filings | Forms and Brochures |
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