Advisor at Saratoga Research & Investment Management
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Firm
Saratoga Research & Investment Management
Location
Saratoga, CA 95070
Credentials
CFP®, Series 63, Series 65
Industry experience
23 years
Mark Mcclenahan is a CFP® with 23 years of industry experience, currently serving at Saratoga Research & Investment Management since 2013. He holds Series 63 and Series 65 licenses and is based in Saratoga, California. Saratoga Research & Investment Management provides discretionary portfolio management to individuals, including high-net-worth clients, and various institutional clients such as pension plans, endowments, and registered investment companies. The firm employs a long-only, concentrated large-cap equity approach using quantitative screening and qualitative analysis, 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
2013 - Present (13 years)
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