Sandpiper Capital, LLC

View SEC Summary

Assets Under Management

$36.6M

Number of Clients

Number of Advisors

Average Client AUM

$654K

AUM per Advisor

$18.3M

Compensation

Fee-Only (AUM)

About This Firm

Sandpiper Capital, LLC (SC) manages investment advisory accounts using model asset allocation portfolios designed to meet particular investment goals. Portfolios consist primarily of stocks, bonds, notes and exchange traded funds (ETFs).

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1M+	0.50%

Fees and account minimums may be negotiable. Discounted rates may be available to family members and personal acquaintances of SC’s affiliated persons.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Areas of Practice

Investment Management

Location

999 Waterside Dr, #2600, Norfolk, VA, 23510-3300

2 Advisors at this firm

CFA