Sandpiper Capital is a registered investment advisor based in Norfolk, Virginia, founded in 2008. The firm manages investment portfolios for individuals and institutions on a discretionary basis, meaning Sandpiper Capital makes trades on behalf of clients without needing prior approval for each individual transaction. Sandpiper Capital builds portfolios using model asset allocation strategies primarily consisting of stocks, bonds, notes, and exchange-traded funds. Through personal discussions, Sandpiper Capital determines a client's goals and selects a suitable model portfolio, while allowing clients to place reasonable restrictions on their holdings. Sandpiper Capital does not offer financial planning services, focusing exclusively on portfolio management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees generally discounted for charitable nonprofit organizations or foundations. Fees and account minimums may be negotiable.