EC
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
20 advisors
Number of Clients
548 clients
Average Client Portfolio
$7.1M average
Assets Under Management
$3.9B
Fee Structure
Minimum Investment:$2.5M
Financial Planning:Included in AUM fee
Hourly Rate:$100 - $300/hr
Wealth management fees are based on a percentage of assets under management, up to 1% annually, and are negotiable. Fees incorporate financial planning and investment management services. Hourly financial planning services range from $100 to $300 per hour, with a $1,200 retainer. SHGA's minimum aggregate account size is $2,500,000, but this may be waived at their discretion.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
245 Lytton Avenue, Suite 300, Palo Alto, CA, 94301
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sand Hill Global Advisors, LLC
March 2017 - Present · 8 yrs 10 mos
Previous Registrations
Bessemer Investor Services, INC.Broker
March 1997 - April 2016 · 19 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.