Advisor at Saratoga Research & Investment Management
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Firm
Saratoga Research & Investment Management
Location
Saratoga, CA 95070
Credentials
Series 65
Industry experience
6 years
Andrew Early is a financial advisor at Saratoga Research & Investment Management with six years of industry experience. He holds a Series 65 designation and has been with Saratoga Research & Investment Management since 2017. Prior to this, he worked in various roles including a position at JDog Junk Removal and spent time traveling and working abroad in Australia. Saratoga Research & Investment Management provides discretionary portfolio management primarily to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, endowments, and charitable organizations. The firm employs a long-only, concentrated large-cap equity strategy utilizing a quantitative and qualitative investment process, managing approximately $2.5 billion across about 2,800 clients with a team of 12 advisors.
Based on Saratoga Research & Investment Management
Based on Saratoga Research & Investment Management
$0+: 0.75% annually for Equity - Quality strategy $0+: 1.00% annually for Equity - Focus strategy $0+: 0.75% annually for Strategic Income $0+: 0.50% annually for Active Fixed Income $0+: 0.25% annually for Passive Fixed Income $0 - $100 million: 0.20% annually for Port Street Quality Growth Fund sub-advisory fee $100 million - $500 million: 0.30% annually for Port Street Quality Growth Fund sub-advisory fee $500 million+: 0.35% annually for Port Street Quality Growth Fund sub-advisory fee
Account minimum: $100,000 Fee-only: Annual advisory fees between 0.25% and 1.00% depending on strategy; fees may be negotiable; no separate financial planning fees charged.
14471 Big Basin Way, Suite E
Saratoga, CA 95070
California
Saratoga Research & Investment Management
2017 - Present (9 years)
JDog Junk Removal
2016 - 2017 (1 year)
Unemployed & Traveling
2016 - 2016 (1 year)
Gastronomy Australia Pty Ltd
2016 - 2016 (1 year)
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