Larry Stolzenburg

18 Years of Experience

Buffalo, NY

1 Disclosure

Larry Stolzenburg is a registered investment advisor at Sandhill Investment Management, based in Buffalo, NY, with 18 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,150 clients with $2.2B in assets under management.

Sandhill Investment Management

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

13 advisors

Number of Clients

2,150 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$2.2B

Fee Structure

Minimum Investment:$250K

Investment management only (planning not offered)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.00%

1.00% for Equity Only Accounts and Balanced Accounts. 0.65% for Corporate Bond Only Accounts. 0.75% for Preferred Equity Only Accounts. Fees may be negotiable based on account size and total number of accounts.

Fee Estimator

Your Portfolio Value

$500K

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

Estimated Annual Fee

—

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Location

40 Fountain Plaza, Suite 1300, Buffalo, NY, 14202

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History

Regulatory History (1)

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Regulatory

April 2005

Final

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Employment History

Current Registrations

Sandhill Investment Management

December 2008 - Present · 17 yrs 4 mos

Previous Registrations

Larry S. Stolzenburg, CPA, PC

May 2007 - December 2008 · 1 yr 7 mos

State Registrations4 states

FLNCNYTX

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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