Sandhill Wealth Management provides wealth management services to individuals and small businesses. They create and manage investment portfolios on a discretionary basis, using a long-term buy and hold strategy. Portfolios are reviewed quarterly and rebalanced as needed based on client goals and market changes. Sandhill aims to tailor its services to each client's specific needs and circumstances.
Assets Under Management$120M
Clients217
Advisors2
Avg. per Client$550K
Avg. per Advisor$59M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.2M | 1.25% |
| $1.3M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All advisory fees are negotiable at Sandhill Wealth Management's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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