Sandlot Private Wealth offers wealth management services including financial planning, investment strategy, legacy structuring, and family office coordination. Sandlot Private Wealth also offers executive assistant services. Sandlot Private Wealth may utilize sub-advisors to gain access to certain financial vehicles or strategies.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$5M
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fees range from 0.50% to 1.70% annually and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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