Founded in 1958, Fayez Sarofim & Co. is a subsidiary of The Sarofim Group, which is owned by employees and the Sarofim family. Its investment team uses fundamental research to select individual stocks and bonds, with an emphasis on large companies and long holding periods. Balanced portfolios combine its equity and fixed-income strategies, with each portion billed under a separate schedule. Custody, brokerage, and fund expenses are additional.
Overview
- Headquarters
- Houston, TX
- Total Firm Assets
- $35.1 billion
- Average High-Net-Worth Client Portfolio Size
- $51.6 million
- Stated Minimum Account Size
- $5,000,000
Recent Rankings
Fee Disclosure
Source: FORM ADV PART 2A (2026-05-06) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 0.75% |
| $2,000,001 | $20,000,000 | 0.50% |
| $20,000,001 | $40,000,000 | 0.40% |
| $40,000,001 | $60,000,000 | 0.35% |
| $60,000,001 | and above | 0.20% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $30,000 | 0.60% |
| $10 million | $55,000 | 0.55% |
| $50 million | $220,000 | 0.44% |
| $100 million | $335,000 | 0.34% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 40.32%
- Number of High-Net-Worth Clients
- 274
- Total Client Accounts
- 2,997
- Discretionary Accounts
- 2,977
- Non-Discretionary Accounts
- 20
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 106584
- FORM ADV PART 2A (2026-05-06) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗