Sand Hill Global Advisors (SHGA) offers investment management, financial planning, and hourly financial advisory services. SHGA aims to help clients manage their wealth through major life events and financial challenges. SHGA acts as a fiduciary, putting client interests first and striving to provide conflict-free services. SHGA provides customized investment strategies based on client objectives, risk tolerance, and restrictions.
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.