Firm
Saratoga Research & Investment Management
Saratoga, California
Fee-only
Saratoga Research & Investment Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 15 advisors are listed here; 5 of 15 hold the CFA.
- Its Form ADV reports 21 employees and 2,554 individual clients, 451 of them high net worth.
- Its average account is about $916,000 (assets it manages divided by its 2,740 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Saratoga, California |
|---|---|
| Website | saratogarim.com |
| [email protected] | |
| Phone | (408) 741-2330 |
Saratoga Research & Investment Management fees
Saratoga Research & Investment Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $2.5 billion |
| Individual clients | 2,103 |
| High-net-worth clients | 451 |
| Accounts managed | 2,740 |
| Employees | 21 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-57695) |
| Financial planning | Offered |
| Form ADV filed | April 6, 2026 |
| SEC record | CRD 110506 |
Advisors at this firm (15)
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