Sandhill Investment Management offers investment advice to individuals, institutions, and corporations. Sandhill works with clients to determine their investment goals and risk tolerance, then manages their portfolios. Sandhill may recommend investments in alternative assets like non-traded REITs to accredited investors. Sandhill also provides sub-advisory services to other registered investment advisors.
Assets Under Management$2.2B
Clients2,150
Advisors13
Avg. per Client$1M
Avg. per Advisor$170M
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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