Sandbox Financial offers investment advice and financial planning to individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. They create personalized investment strategies based on client goals, risk tolerance, and financial situations. Financial planning can be included with investment management or offered as a standalone service. Sandbox Financial may recommend independent managers for a portion of a client's portfolio.
Fee Structure
Sandbox Financial charges a percentage of your portfolio annually, ranging from 0.50% to 1.50%. The fee is based on the value of your portfolio at the end of the previous quarter and is paid in advance each quarter. Fees may be negotiable. If Sandbox Financial recommends an independent manager, the total fee will not exceed 2.00% annually.