Kristin Sun is a registered investment advisor at Sand Hill Global Advisors, LLC, based in Palo Alto, CA, with 16 years of industry experience. Kristin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 548 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SHGA's wealth management fees are based on a percentage of your portfolio's value and are charged quarterly. The fees cover financial planning, investment management, and other financial advice. Fees are negotiable and can vary depending on the services provided, the amount of assets managed, and other factors. SHGA also has legacy clients with discounted rates for investment management only services. Clients may pay higher fees than other clients with the same level of assets.
Location
245 Lytton Avenue, Suite 300, Palo Alto, CA, 94301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sand Hill Global Advisors, LLC
Previous Registrations
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
State Registrations1 state
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