Assets Under Management
$36.6M
Number of Clients
56
Number of Advisors
2
Average Client AUM
$654K
AUM per Advisor
$18.3M
Compensation
Fee-Only (AUM)
Sandpiper Capital, LLC (SC) manages investment advisory accounts using model asset allocation portfolios designed to meet particular investment goals. Portfolios consist primarily of stocks, bonds, notes and exchange traded funds (ETFs).
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees and account minimums may be negotiable. Discounted rates may be available to family members and personal acquaintances of SC’s affiliated persons.
999 Waterside Dr, #2600, Norfolk, VA, 23510-3300