Sarofim Trust Co. Fees & Minimum

Overview

Headquarters: Houston, TX
Total Firm Assets: $13.0 billion
Average High-Net-Worth Client Portfolio Size: $108.4 million
Stated Minimum Account Size: $5,000,000

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: 71.94%
Number of High-Net-Worth Clients: 86
Total Client Accounts: 96
Discretionary Accounts: 96

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 106590

FORM ADV PART 2A (2026-05-06) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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