Sandpiper Capital, LLC (SC) is a fee-only investment advisor that manages client assets for individuals and institutions. SC uses model asset allocation portfolios designed to meet specific investment goals. SC works with clients to establish their goals and objectives and then determines which model portfolio is suitable. Portfolios primarily consist of stocks, bonds, notes, and exchange traded funds. SC manages accounts on a discretionary basis and monitors them at least monthly, rebalancing as needed.
Assets Under Management$37M
Clients56
Advisors2
Avg. per Client$650K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees and account minimums may be negotiable in certain circumstances. Family members and personal acquaintances of Sandpiper Capital's affiliated persons may receive advisory services at a discounted rate.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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