Sarofim Trust Co
Answer a few questions and
get matched with an advisor.
Learn more about Sarofim Trust Co
Overview
Sarofim Trust Co is located at Two Houston Center, Houston, TX. The firm employs 21 financial advisors to manage client portfolios and provide financial guidance. Sarofim Trust Co is not a registered broker-dealer.
Sarofim Trust Co oversees $7.1 billion in assets under management across 49 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The firm caters to high net worth investors, pension plans, charitable organizations, and corporations, with high net worth investors being the largest client type by accounts. The fee structure at Sarofim Trust Co is asset-based. The firm has 38 high net worth clients.
Sarofim Trust Co is registered in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sarofim Trust Co by the Numbers
$7.1 billion
28
49
$145.6 million
Fee Structure
Fees for financial advice usually are based on which services are provided. Fees billed by Sarofim Trust Co typically consist of the following fee structure: asset-based.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with high net worth investors, pension plans, charitable organizations, and corporations. Out of its 4 clients, Sarofim Trust Co's largest client group by number of accounts is high net worth investors, but it also caters to 38 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of at least $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 77.55%
- Other Individuals - 0%
- Corporations - 8.16%
- Charitable Organizations - 14.29%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Sarofim Trust Co does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Sarofim Trust Co
Houston, TX
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.